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 135 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% | 188.20B | Jul 1997 | SMEAX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | SMEAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | SMEAX vs VSMAX |
Best Risk-Adjusted Alternatives to SMEAX
SMEAX has a PortfoliosLab risk / return rank of 26. There are 161 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | SMEAX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | SMEAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SMEAX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | SMEAX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | SMEAX vs AUERX |
Top Performing SMEAX Alternatives (YTD)
SMEAX is at 14.24% YTD. There are 151 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | SMEAX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | SMEAX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | SMEAX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | SMEAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | SMEAX vs WESCX |
Lowest Volatility Alternatives to SMEAX
SMEAX has 22.29% 1-year volatility. There are 171 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | SMEAX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | SMEAX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | SMEAX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | SMEAX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | SMEAX vs FTHNX |
Lowest Drawdown Alternatives to SMEAX
SMEAX has a 1-year max drawdown of -13.43%. There are 164 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% | 3.10B | Apr 2006 | SMEAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | SMEAX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | SMEAX vs BIAUX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | SMEAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | Jul 1997 | SMEAX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | SMEAX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | SMEAX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | SMEAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | SMEAX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | SMEAX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | SMEAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | SMEAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | SMEAX vs VADDX |
Often Compared With SMEAX
Investors most often compare SMEAX with CHTRX, VEUA.L, VGK. These 20 comparison targets span 9 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