Ad is loading...
PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$9.61
Change-$0.74 (-7.15%)
VolumeN/A
Net Assets1.07B
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
PSMJX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PSMJX vs. VSCAX commentary
Apr 05, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. PSMJX (1.07B). 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 : -1.20 vs. PSMJX (-11.65). VSCAX return over 5 years is better than : 216.20 vs. PSMJX (69.77).
| 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 | -5.479 | -4.211 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 6.35B | 17% |
| Annual Yield % from dividends | 1.19 | 0.37 | 326% |
| Returns for 1 year | -11.65 | -1.20 | 968% |
| Returns for 3 years | -13.21 | 13.84 | -95% |
| Returns for 5 years | 69.77 | 216.20 | 32% |
| Returns for 10 years | -18.65 | 9.77 | -191% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers