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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$10.88
Change-$0.25 (-2.25%)
VolumeN/A
Net Assets1.13B
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
PSMJX vs VSCAX Comparison Chart
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PSMJX vs. VSCAX commentary
Feb 23, 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 PSMJX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.59B vs. PSMJX (1.13B). PSMJX pays higher dividends than VSCAX: PSMJX (0.77) vs VSCAX (0.48). PSMJX was incepted earlier than VSCAX: PSMJX (16 years) vs VSCAX (26 years). PSMJX is a more actively managed with annual turnover of: 65.20 vs. VSCAX (51.00). PSMJX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 14.87 vs. PSMJX (-3.46). VSCAX return over 5 years is better than : 73.99 vs. PSMJX (8.99).
| PSMJX | VSCAX | PSMJX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -0.639 | 0.808 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 6.59B | 17% |
| Annual Yield % from dividends | 0.77 | 0.48 | 162% |
| Returns for 1 year | -3.46 | 14.87 | -23% |
| Returns for 3 years | -6.15 | 27.17 | -23% |
| Returns for 5 years | 8.99 | 73.99 | 12% |
| Returns for 10 years | -12.31 | 17.55 | -70% |
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