Interact to see
Advertisement
Advertisement
SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$8.88
Change-$0.07 (-0.78%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SMECX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMECX vs. VSMAX commentary
Aug 18, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SMECX (1.02B). VSMAX pays higher dividends than SMECX: VSMAX (1.37) 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 : 9.17 vs. SMECX (-2.09). VSMAX return over 5 years is better than : 57.73 vs. SMECX (-4.10).
| 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 | 3.738 | 2.517 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 154B | 1% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -2.09 | 9.17 | -23% |
| Returns for 3 years | 6.73 | 20.48 | 33% |
| Returns for 5 years | -4.10 | 57.73 | -7% |
| Returns for 10 years | -32.73 | 113.12 | -29% |