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PMJIX vs VSCAX
PMJIX vs VSCAX Comparison
Open Charts PMJIX vs VSCAX
PIMCO RAE US Small Instl
Price$11.74
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets1.73B
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.68B
PMJIX vs VSCAX Comparison Chart
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PMJIX vs. VSCAX commentary
Jan 19, 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 PMJIX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.68B vs. PMJIX (1.73B). PMJIX pays higher dividends than VSCAX: PMJIX (1.36) vs VSCAX (0.48). PMJIX was incepted earlier than VSCAX: PMJIX (10 years) vs VSCAX (26 years). PMJIX is a more actively managed with annual turnover of: 92.00 vs. VSCAX (51.00). VSCAX has a lower initial minimum investment than PMJIX: VSCAX (1000) vs PMJIX (1000000). PMJIX (25.46) and VSCAX (25.28) have marching annual gain over last year. VSCAX return over 5 years is better than : 74.58 vs. PMJIX (10.25).
| PMJIX | VSCAX | PMJIX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 2.982 | 4.892 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 6.68B | 26% |
| Annual Yield % from dividends | 1.36 | 0.48 | 284% |
| Returns for 1 year | 25.46 | 25.28 | 101% |
| Returns for 3 years | 28.04 | 30.32 | 92% |
| Returns for 5 years | 10.25 | 74.58 | 14% |
| Returns for 10 years | N/A | 35.60 | - |