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SMEFX vs VSCPX
SMEFX vs VSCPX Comparison
Open Charts SMEFX vs VSCPX
Invesco Small Cap Equity R6
Price$19.10
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
SMEFX vs VSCPX Comparison Chart in %
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SMEFX vs. VSCPX commentary
Jul 07, 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 SMEFX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SMEFX (1.03B). VSCPX pays higher dividends than SMEFX: VSCPX (1.42) vs SMEFX (0.00). SMEFX was incepted earlier than VSCPX: SMEFX (13 years) vs VSCPX (15 years). SMEFX (0.81) is less costly to investors than VSCPX (0.03). SMEFX is a more actively managed with annual turnover of: 50.00 vs. VSCPX (13.00). SMEFX has a lower initial minimum investment than VSCPX: SMEFX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. SMEFX (11.05). VSCPX return over 5 years is better than : 69.56 vs. SMEFX (44.03).
| SMEFX | VSCPX | SMEFX / VSCPX | |
| Total Expense Ratio | 0.81 | 0.03 | 2,700% |
| Annual Report Gross Expense Ratio | 0.81 | 0.03 | 2,700% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 5.292 | 1.452 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 11.05 | 12.26 | 90% |
| Returns for 3 years | 41.17 | 37.96 | 108% |
| Returns for 5 years | 44.03 | 69.56 | 63% |
| Returns for 10 years | 11.97 | 109.40 | 11% |
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