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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$11.01
Change-$0.11 (-0.99%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$24.05
Change-$0.23 (-0.95%)
VolumeN/A
Net Assets6.92B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX vs. VSCAX commentary
Jul 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.92B vs. PSMJX (1.14B). PSMJX pays higher dividends than VSCAX: PSMJX (1.16) vs VSCAX (0.35). 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 : 2.38 vs. PSMJX (-6.95). VSCAX return over 5 years is better than : 136.84 vs. PSMJX (43.07).
| 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 | 0.548 | 2.297 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 6.92B | 16% |
| Annual Yield % from dividends | 1.16 | 0.35 | 336% |
| Returns for 1 year | -6.95 | 2.38 | -293% |
| Returns for 3 years | 5.27 | 47.78 | 11% |
| Returns for 5 years | 43.07 | 136.84 | 31% |
| Returns for 10 years | -14.05 | 19.58 | -72% |
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