Invesco Small Cap Equity Fund Class A (SMEAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SMEAX
SMEAX charges 1.22% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SMEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SMEAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SMEAX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SMEAX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SMEAX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | SMEAX vs TISBX |
Best Risk-Adjusted Alternatives to SMEAX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | SMEAX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SMEAX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SMEAX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SMEAX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SMEAX vs PRSVX |
Top Performing SMEAX Alternatives (YTD)
SMEAX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | SMEAX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SMEAX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SMEAX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SMEAX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SMEAX vs RIVSX |
Lowest Volatility Alternatives to SMEAX
SMEAX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | SMEAX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SMEAX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SMEAX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SMEAX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SMEAX vs CSMDX |
Lowest Drawdown Alternatives to SMEAX
SMEAX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SMEAX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SMEAX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SMEAX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SMEAX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SMEAX vs BOSOX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | SMEAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | SMEAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | SMEAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | SMEAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | SMEAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | SMEAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | SMEAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | SMEAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | SMEAX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | SMEAX vs VVOAX |
Often Compared With SMEAX
What investors most often compare with SMEAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Charter Fund | Large Cap Blend Equities | 27 | -9.18% | Nov 26, 1968 | SMEAX vs CHTRX | |
| Vanguard FTSE Developed Europe UCITS ETF (EUR) Acc... | Europe Equities | 69 | -0.50% | Jul 23, 2019 | SMEAX vs VEUA.L | |
| Vanguard FTSE Europe ETF | Europe Equities | 70 | -0.95% | Mar 4, 2005 | SMEAX vs VGK | |
| iShares Core S&P 500 UCITS ETF USD (Acc) | S&P 500 | 74 | -6.42% | May 18, 2010 | SMEAX vs CSPX.L | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 45 | -12.37% | Sep 30, 1985 | SMEAX vs PRWAX | |
| Vanguard FTSE Developed Markets ETF | Foreign Large Cap Equities | 87 | 2.75% | Jul 20, 2007 | SMEAX vs VEA | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | SMEAX vs VFIAX | |
| Vanguard Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.92% | Sep 20, 2010 | SMEAX vs VTWO | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | SMEAX vs TNVIX |
Compare SMEAX with Any Fund or Stock
Compare SMEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.