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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$10.02
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.05B
Invesco Small Cap Value A
Price$21.93
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.23B
PSMJX vs VSCAX Comparison Chart
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PSMJX vs. VSCAX commentary
May 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.23B vs. PSMJX (1.05B). PSMJX pays higher dividends than VSCAX: PSMJX (1.26) vs VSCAX (0.39). PSMJX was incepted earlier than VSCAX: PSMJX (16 years) vs VSCAX (26 years). PSMJX (1.22) 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 : -5.79 vs. PSMJX (-14.48). VSCAX return over 5 years is better than : 130.08 vs. PSMJX (33.78).
| PSMJX | VSCAX | PSMJX / VSCAX | |
| Total Expense Ratio | 1.20 | 1.12 | 107% |
| Annual Report Gross Expense Ratio | 1.22 | 1.12 | 109% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -8.584 | -6.423 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 6.23B | 17% |
| Annual Yield % from dividends | 1.26 | 0.39 | 326% |
| Returns for 1 year | -14.48 | -5.79 | 250% |
| Returns for 3 years | -9.54 | 21.93 | -43% |
| Returns for 5 years | 33.78 | 130.08 | 26% |
| Returns for 10 years | -21.15 | 7.33 | -288% |
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