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SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$8.96
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SMECX vs VSMAX Comparison Chart in %
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SMECX vs. VSMAX commentary
Jul 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMECX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMECX (1.03B). VSMAX pays higher dividends than SMECX: VSMAX (1.40) vs SMECX (0.00). SMECX was incepted earlier than VSMAX: SMECX (25 years) vs VSMAX (25 years). SMECX (2.00) is less costly to investors than VSMAX (0.05). SMECX is a more actively managed with annual turnover of: 50.00 vs. VSMAX (13.00). SMECX has a lower initial minimum investment than VSMAX: SMECX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. SMECX (3.11). VSMAX return over 5 years is better than : 69.54 vs. SMECX (7.18).
| SMECX | VSMAX | SMECX / VSMAX | |
| Total Expense Ratio | 2.00 | 0.05 | 4,000% |
| Annual Report Gross Expense Ratio | 2.00 | 0.05 | 4,000% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 4.673 | 1.447 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 3.11 | 12.25 | 25% |
| Returns for 3 years | 24.79 | 37.95 | 65% |
| Returns for 5 years | 7.18 | 69.54 | 10% |
| Returns for 10 years | -33.63 | 109.34 | -31% |