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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$11.23
Change-$0.20 (-1.75%)
VolumeN/A
Net Assets1.11B
Invesco Small Cap Value A
Price$25.77
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets7.63B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX vs. VSCAX commentary
Oct 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.63B vs. PSMJX (1.11B). PSMJX pays higher dividends than VSCAX: PSMJX (1.08) vs VSCAX (0.32). PSMJX was incepted earlier than VSCAX: PSMJX (17 years) vs VSCAX (26 years). PSMJX (1.22) is less costly to investors than VSCAX (1.10). 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 : 4.54 vs. PSMJX (-7.79). VSCAX return over 5 years is better than : 109.96 vs. PSMJX (29.59).
| PSMJX | VSCAX | PSMJX / VSCAX | |
| Total Expense Ratio | 1.20 | 1.10 | 109% |
| Annual Report Gross Expense Ratio | 1.22 | 1.10 | 111% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 4.384 | 10.889 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 7.63B | 15% |
| Annual Yield % from dividends | 1.08 | 0.32 | 342% |
| Returns for 1 year | -7.79 | 4.54 | -171% |
| Returns for 3 years | 8.67 | 54.65 | 16% |
| Returns for 5 years | 29.59 | 109.96 | 27% |
| Returns for 10 years | -4.19 | 42.89 | -10% |
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