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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$12.77
Change-$0.09 (-0.70%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
PSMJX vs VSCAX Comparison Chart
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PSMJX vs. VSCAX commentary
Nov 18, 2024
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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.22B vs. PSMJX (1.19B). PSMJX pays higher dividends than VSCAX: PSMJX (0.77) vs VSCAX (0.48). PSMJX was incepted earlier than VSCAX: PSMJX (16 years) vs VSCAX (25 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 : 35.27 vs. PSMJX (21.81). VSCAX return over 5 years is better than : 82.06 vs. PSMJX (25.58).
| PSMJX | VSCAX | PSMJX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 9.520 | 25.800 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 6.22B | 19% |
| Annual Yield % from dividends | 0.77 | 0.48 | 162% |
| Returns for 1 year | 21.81 | 35.27 | 62% |
| Returns for 3 years | -12.38 | 15.35 | -81% |
| Returns for 5 years | 25.58 | 82.06 | 31% |
| Returns for 10 years | -4.93 | 16.18 | -30% |
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