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PMJAX vs VSCAX
PMJAX vs VSCAX Comparison
Open Charts PMJAX vs VSCAX
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
PMJAX vs VSCAX Comparison Chart
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PMJAX vs. VSCAX commentary
Nov 18, 2024
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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.22B vs. PMJAX (1.56B). PMJAX pays higher dividends than VSCAX: PMJAX (1.26) vs VSCAX (0.48). PMJAX was incepted earlier than VSCAX: PMJAX (9 years) vs VSCAX (25 years). PMJAX is a more actively managed with annual turnover of: 92.00 vs. VSCAX (51.00). PMJAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. PMJAX annual gain was more profitable for investors over the last year : 40.88 vs. VSCAX (35.27). VSCAX return over 5 years is better than : 82.06 vs. PMJAX (12.89).
| PMJAX | VSCAX | PMJAX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 24.838 | 25.800 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 6.22B | 25% |
| Annual Yield % from dividends | 1.26 | 0.48 | 264% |
| Returns for 1 year | 40.88 | 35.27 | 116% |
| Returns for 3 years | -26.39 | 15.35 | -172% |
| Returns for 5 years | 12.89 | 82.06 | 16% |
| Returns for 10 years | N/A | 16.18 | - |
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