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 | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | SMEAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | SMEAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | SMEAX vs VSMAX |
Best Risk-Adjusted Alternatives to SMEAX
SMEAX has a PortfoliosLab risk / return rank of 30. There are 140 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | SMEAX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | SMEAX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | SMEAX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | SMEAX vs WESCX | |
| Royce Micro Cap Series Fund | 89 | — | Dec 1991 | SMEAX vs RYOTX |
Top Performing SMEAX Alternatives (YTD)
SMEAX is at 17.71% YTD. There are 50 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | SMEAX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | SMEAX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | SMEAX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | SMEAX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | SMEAX vs MOPIX |
Lowest Volatility Alternatives to SMEAX
SMEAX has 20.14% 1-year volatility. There are 154 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | SMEAX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | SMEAX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | SMEAX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | SMEAX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | SMEAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | 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 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 76 | 21.57% | — | Oct 2020 | SMEAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 41 | 9.93% | — | — | SMEAX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 28 | 3.54% | — | Jul 1983 | SMEAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 87 | 23.96% | — | Jun 2001 | SMEAX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | SMEAX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 59 | 9.14% | — | Oct 1968 | SMEAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 41 | 6.01% | — | Feb 1988 | SMEAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 31.33% | — | Jun 1999 | SMEAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 67 | 6.02% | — | Aug 1960 | SMEAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 25 | 9.82% | — | 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