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PSMVX vs VSCAX
PSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAX
Principal SmallCap Value II R6
Price$11.89
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.17B
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.68B
PSMVX vs VSCAX Comparison Chart
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PSMVX vs. VSCAX commentary
Jan 19, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.68B vs. PSMVX (1.17B). PSMVX pays higher dividends than VSCAX: PSMVX (1.05) vs VSCAX (0.48). PSMVX was incepted earlier than VSCAX: PSMVX (10 years) vs VSCAX (26 years). PSMVX is a more actively managed with annual turnover of: 65.20 vs. VSCAX (51.00). 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 : 25.28 vs. PSMVX (3.81). VSCAX return over 5 years is better than : 74.58 vs. PSMVX (11.75).
| PSMVX | VSCAX | PSMVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 3.133 | 4.892 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 6.68B | 18% |
| Annual Yield % from dividends | 1.05 | 0.48 | 221% |
| Returns for 1 year | 3.81 | 25.28 | 15% |
| Returns for 3 years | -4.85 | 30.32 | -16% |
| Returns for 5 years | 11.75 | 74.58 | 16% |
| Returns for 10 years | 3.48 | 35.60 | 10% |
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