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PMJPX vs VSCAX
PMJPX vs VSCAX Comparison
Open Charts PMJPX vs VSCAX
Invesco Small Cap Value A
Price$23.88
Change-$0.27 (-1.12%)
VolumeN/A
Net Assets6.97B
PMJPX vs VSCAX Comparison Chart in %
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PMJPX vs. VSCAX commentary
Jul 09, 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 PMJPX is a StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PMJPX (1.95B). PMJPX pays higher dividends than VSCAX: PMJPX (0.89) vs VSCAX (0.35). PMJPX was incepted earlier than VSCAX: PMJPX (10 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PMJPX (0.61). PMJPX is a more actively managed with annual turnover of: 62.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than PMJPX: VSCAX (1000) vs PMJPX (1000000). PMJPX annual gain was more profitable for investors over the last year : 6.60 vs. VSCAX (4.72). VSCAX return over 5 years is better than : 134.48 vs. PMJPX (36.78).
| PMJPX | VSCAX | PMJPX / VSCAX | |
| Total Expense Ratio | 0.60 | 1.12 | 54% |
| Annual Report Gross Expense Ratio | 0.61 | 1.12 | 54% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -2.582 | 1.574 | -164% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 6.97B | 28% |
| Annual Yield % from dividends | 0.89 | 0.35 | 258% |
| Returns for 1 year | 6.60 | 4.72 | 140% |
| Returns for 3 years | 38.09 | 43.94 | 87% |
| Returns for 5 years | 36.78 | 134.48 | 27% |
| Returns for 10 years | 25.52 | 20.33 | 125% |
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