Invesco Small Cap Equity Fund Class A (SMEAX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMEAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMEAX
SMEAX charges 1.22% annually. There are 134 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SMEAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SMEAX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | SMEAX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | SMEAX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | SMEAX vs TISBX |
Best Risk-Adjusted Alternatives to SMEAX
SMEAX has a PortfoliosLab risk / return rank of 29. There are 147 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | SMEAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | SMEAX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | SMEAX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | SMEAX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | SMEAX vs GQSCX |
Top Performing SMEAX Alternatives (YTD)
SMEAX is at 19.51% YTD. There are 100 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | SMEAX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | SMEAX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | SMEAX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | SMEAX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | SMEAX vs FTMSX |
Lowest Volatility Alternatives to SMEAX
SMEAX has 21.76% 1-year volatility. There are 169 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | SMEAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | SMEAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | SMEAX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | SMEAX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | SMEAX vs BOSOX |
Lowest Drawdown Alternatives to SMEAX
SMEAX has a 1-year max drawdown of -13.43%. There are 163 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SMEAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SMEAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | SMEAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | SMEAX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SMEAX vs SSCDX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 59 | 18.33% | — | Oct 2020 | SMEAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 44 | 12.58% | — | — | SMEAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 12 | 8.27% | — | Jun 2005 | SMEAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 25 | -10.19% | — | Jul 1983 | SMEAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 20.03% | — | Jun 2001 | SMEAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 68 | 12.28% | — | Oct 1968 | SMEAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 35 | 7.85% | — | Feb 1988 | SMEAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 79 | 27.70% | — | Jun 1999 | SMEAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 66 | 7.57% | — | Aug 1960 | SMEAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 19 | 8.22% | — | Dec 1969 | SMEAX vs OPPAX |
Often Compared With SMEAX
Investors most often compare SMEAX with CHTRX, VEUA.L, VGK. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SMEAX with Any Fund or Stock
Compare SMEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMEAX with funds that move differently
Invesco Small Cap Equity Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMEAX.
Explore SMEAX Diversifiers