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PSMVX vs VSCAX
PSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAX
Principal SmallCap Value II R6
Price$10.64
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.06B
Invesco Small Cap Value A
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets6.37B
PSMVX vs VSCAX Comparison Chart
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PSMVX vs. VSCAX commentary
Jun 06, 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 PSMVX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.37B vs. PSMVX (1.07B). PSMVX pays higher dividends than VSCAX: PSMVX (1.40) vs VSCAX (0.37). PSMVX was incepted earlier than VSCAX: PSMVX (11 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PSMVX (0.91). PSMVX is a more actively managed with annual turnover of: 73.90 vs. VSCAX (40.00). PSMVX has a lower initial minimum investment than VSCAX: PSMVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -2.24 vs. PSMVX (-10.92). VSCAX return over 5 years is better than : 90.33 vs. PSMVX (20.13).
| PSMVX | VSCAX | PSMVX / VSCAX | |
| Total Expense Ratio | 0.88 | 1.12 | 79% |
| Annual Report Gross Expense Ratio | 0.91 | 1.12 | 81% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -7.224 | -4.679 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 6.37B | 17% |
| Annual Yield % from dividends | 1.40 | 0.37 | 382% |
| Returns for 1 year | -10.92 | -2.24 | 488% |
| Returns for 3 years | -12.00 | 15.89 | -76% |
| Returns for 5 years | 20.13 | 90.33 | 22% |
| Returns for 10 years | -14.24 | 9.86 | -144% |
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