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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$12.17
Change-$0.52 (-4.10%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.20
Change-$0.93 (-3.85%)
VolumeN/A
CapitalizationN/A
PSMJX vs VSCAX Comparison Chart
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PSMJX vs. VSCAX commentary
Dec 19, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.61B 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 (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 : 22.21 vs. PSMJX (8.80). VSCAX return over 5 years is better than : 70.83 vs. PSMJX (21.18).
| 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 | 8.834 | 19.204 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 6.61B | 18% |
| Annual Yield % from dividends | 0.77 | 0.48 | 162% |
| Returns for 1 year | 8.80 | 22.21 | 40% |
| Returns for 3 years | -7.22 | 40.10 | -18% |
| Returns for 5 years | 21.18 | 70.83 | 30% |
| Returns for 10 years | 4.64 | 25.79 | 18% |
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