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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$9.67
Change+$0.19 (+2.00%)
VolumeN/A
Net Assets996.11M
Invesco Small Cap Value A
Price$21.01
Change+$0.55 (+2.69%)
VolumeN/A
Net Assets5.77B
PSMJX vs VSCAX Comparison Chart
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PSMJX vs. VSCAX commentary
Apr 25, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.77B vs. PSMJX (996M). PSMJX pays higher dividends than VSCAX: PSMJX (1.19) vs VSCAX (0.37). PSMJX was incepted earlier than VSCAX: PSMJX (16 years) vs VSCAX (26 years). PSMJX (1.36) is less costly to investors than VSCAX (1.12). PSMJX is a more actively managed with annual turnover of: 73.90 vs. VSCAX (40.00). PSMJX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -7.11 vs. PSMJX (-17.12). VSCAX return over 5 years is better than : 144.54 vs. PSMJX (36.80).
| PSMJX | VSCAX | PSMJX / VSCAX | |
| Total Expense Ratio | 1.34 | 1.12 | 120% |
| Annual Report Gross Expense Ratio | 1.36 | 1.12 | 121% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -13.425 | -12.973 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 5.77B | 17% |
| Annual Yield % from dividends | 1.19 | 0.37 | 326% |
| Returns for 1 year | -17.12 | -7.11 | 241% |
| Returns for 3 years | -17.39 | 10.08 | -173% |
| Returns for 5 years | 36.80 | 144.54 | 25% |
| Returns for 10 years | -25.04 | 0.40 | -6,235% |
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