Interact to see
Advertisement
Advertisement
SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$17.66
Change-$0.29 (-1.62%)
VolumeN/A
Net Assets966.77M
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
SMEIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMEIX vs. VSCPX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SMEIX (967M). VSCPX pays higher dividends than SMEIX: VSCPX (1.50) 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). SMEIX annual gain was more profitable for investors over the last year : 5.88 vs. VSCPX (5.23). VSCPX return over 5 years is better than : 63.41 vs. SMEIX (37.96).
| 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 | -1.175 | -4.355 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 5.88 | 5.23 | 112% |
| Returns for 3 years | 31.99 | 31.39 | 102% |
| Returns for 5 years | 37.96 | 63.41 | 60% |
| Returns for 10 years | 1.80 | 93.45 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement