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PMJIX vs VSCAX
PMJIX vs VSCAX Comparison
Open Charts PMJIX vs VSCAX
PIMCO RAE US Small Instl
Price$10.62
Change-$0.08 (-0.75%)
VolumeN/A
Net Assets1.75B
Invesco Small Cap Value A
Price$22.59
Change-$0.16 (-0.70%)
VolumeN/A
Net Assets6.44B
PMJIX vs VSCAX Comparison Chart
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PMJIX vs. VSCAX commentary
May 15, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.44B vs. PMJIX (1.75B). PMJIX pays higher dividends than VSCAX: PMJIX (0.99) vs VSCAX (0.39). PMJIX was incepted earlier than VSCAX: PMJIX (10 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PMJIX (0.51). PMJIX is a more actively managed with annual turnover of: 62.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than PMJIX: VSCAX (1000) vs PMJIX (1000000). PMJIX annual gain was more profitable for investors over the last year : 0.88 vs. VSCAX (-2.01). VSCAX return over 5 years is better than : 162.86 vs. PMJIX (55.30).
| PMJIX | VSCAX | PMJIX / VSCAX | |
| Total Expense Ratio | 0.50 | 1.12 | 45% |
| Annual Report Gross Expense Ratio | 0.51 | 1.12 | 46% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -6.579 | -3.913 | 168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 6.44B | 27% |
| Annual Yield % from dividends | 0.99 | 0.39 | 257% |
| Returns for 1 year | 0.88 | -2.01 | -44% |
| Returns for 3 years | 22.86 | 27.72 | 82% |
| Returns for 5 years | 55.30 | 162.86 | 34% |
| Returns for 10 years | N/A | 10.37 | - |
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