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SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$18.78
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index InstlPlus
Price$341.12
Change+$2.08 (+0.61%)
VolumeN/A
Net Assets153.28B
SMEIX vs VSCPX Comparison Chart in %
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SMEIX vs. VSCPX commentary
Jul 27, 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: 153B vs. SMEIX (1.02B). 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 : 8.49 vs. SMEIX (5.21). VSCPX return over 5 years is better than : 66.90 vs. SMEIX (37.50).
| 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 | 5.092 | 2.808 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 5.21 | 8.49 | 61% |
| Returns for 3 years | 34.72 | 34.28 | 101% |
| Returns for 5 years | 37.50 | 66.90 | 56% |
| Returns for 10 years | 12.73 | 115.31 | 11% |
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