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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$11.04
Change-$0.11 (-0.99%)
VolumeN/A
Net Assets1.11B
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.09B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX vs. VSCAX commentary
Aug 17, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.09B vs. PSMJX (1.11B). PSMJX pays higher dividends than VSCAX: PSMJX (1.14) vs VSCAX (0.34). 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 (52.00). PSMJX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 7.50 vs. PSMJX (-5.77). VSCAX return over 5 years is better than : 107.36 vs. PSMJX (28.25).
| 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 | 1.826 | 4.636 | 39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 7.09B | 16% |
| Annual Yield % from dividends | 1.14 | 0.34 | 336% |
| Returns for 1 year | -5.77 | 7.50 | -77% |
| Returns for 3 years | -6.66 | 32.21 | -21% |
| Returns for 5 years | 28.25 | 107.36 | 26% |
| Returns for 10 years | -10.62 | 28.04 | -38% |
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