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PMJAX vs VSCAX
PMJAX vs VSCAX Comparison
Open Charts PMJAX vs VSCAX
Invesco Small Cap Value A
Price$24.28
Change+$0.27 (+1.12%)
VolumeN/A
Net Assets6.92B
PMJAX vs VSCAX Comparison Chart in %
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PMJAX vs. VSCAX commentary
Jul 11, 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 PMJAX is a StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.92B vs. PMJAX (1.95B). PMJAX pays higher dividends than VSCAX: PMJAX (0.79) vs VSCAX (0.35). PMJAX was incepted earlier than VSCAX: PMJAX (10 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PMJAX (0.91). PMJAX is a more actively managed with annual turnover of: 62.00 vs. VSCAX (40.00). VSCAX initial investment is less costly to investors than PMJAX (4%) vs PMJAX (4%). PMJAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. PMJAX annual gain was more profitable for investors over the last year : 5.04 vs. VSCAX (4.11). VSCAX return over 5 years is better than : 136.45 vs. PMJAX (32.79).
| PMJAX | VSCAX | PMJAX / VSCAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 0.91 | 1.12 | 81% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -3.391 | 2.127 | -159% |
| Front Load | 4% | 6% | 68% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 6.92B | 28% |
| Annual Yield % from dividends | 0.79 | 0.35 | 230% |
| Returns for 1 year | 5.04 | 4.11 | 123% |
| Returns for 3 years | 37.29 | 46.82 | 80% |
| Returns for 5 years | 32.79 | 136.45 | 24% |
| Returns for 10 years | 18.86 | 19.56 | 96% |
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