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SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$20.11
Change+$0.21 (+1.06%)
VolumeN/A
Net Assets1.09B
Vanguard Small Cap Index InstlPlus
Price$363.24
Change-$4.94 (-1.34%)
VolumeN/A
Net Assets163.34B
SMEIX vs VSCPX Comparison Chart in %
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SMEIX vs. VSCPX commentary
Dec 14, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 163B vs. SMEIX (1.09B). VSCPX pays higher dividends than SMEIX: VSCPX (1.34) vs SMEIX (0.00). SMEIX was incepted earlier than VSCPX: SMEIX (21 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 : 4.24 vs. SMEIX (-1.08). VSCPX return over 5 years is better than : 42.79 vs. SMEIX (21.66).
| 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 | 21 years | 15 years | - |
| Gain YTD | 12.535 | 11.041 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 163B | 1% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | -1.08 | 4.24 | -26% |
| Returns for 3 years | 38.02 | 41.66 | 91% |
| Returns for 5 years | 21.66 | 42.79 | 51% |
| Returns for 10 years | 40.86 | 153.51 | 27% |
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