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SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$18.81
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
SMEIX vs VSCPX Comparison Chart in %
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SMEIX 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 SMEIX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SMEIX (1.03B). VSCPX pays higher dividends than SMEIX: VSCPX (1.42) vs SMEIX (0.00). SMEIX was incepted earlier than VSCPX: SMEIX (20 years) vs VSCPX (15 years). SMEIX (0.88) is less costly to investors than VSCPX (0.03). SMEIX is a more actively managed with annual turnover of: 50.00 vs. VSCPX (13.00). SMEIX has a lower initial minimum investment than VSCPX: SMEIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. SMEIX (10.91). VSCPX return over 5 years is better than : 69.56 vs. SMEIX (43.04).
| SMEIX | VSCPX | SMEIX / VSCPX | |
| Total Expense Ratio | 0.88 | 0.03 | 2,933% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 5.260 | 1.452 | 362% |
| 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 | 10.91 | 12.26 | 89% |
| Returns for 3 years | 40.69 | 37.96 | 107% |
| Returns for 5 years | 43.04 | 69.56 | 62% |
| Returns for 10 years | 10.53 | 109.40 | 10% |
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