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PMJAX vs VSCAX
PMJAX vs VSCAX Comparison
Open Charts PMJAX vs VSCAX
Invesco Small Cap Value A
Price$19.91
Change+$0.33 (+1.69%)
VolumeN/A
Net Assets5.51B
PMJAX vs VSCAX Comparison Chart
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PMJAX vs. VSCAX commentary
Apr 12, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.51B vs. PMJAX (1.8B). PMJAX pays higher dividends than VSCAX: PMJAX (0.81) vs VSCAX (0.37). 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 : -8.37 vs. VSCAX (-12.92). VSCAX return over 5 years is better than : 120.00 vs. PMJAX (25.74).
| 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 | -17.140 | -16.716 | 103% |
| Front Load | 4% | 6% | 68% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 5.51B | 33% |
| Annual Yield % from dividends | 0.81 | 0.37 | 222% |
| Returns for 1 year | -8.37 | -12.92 | 65% |
| Returns for 3 years | 0.32 | 3.85 | 8% |
| Returns for 5 years | 25.74 | 120.00 | 21% |
| Returns for 10 years | N/A | -3.92 | - |
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