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PSMVX vs VSCAX
PSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAX
Principal SmallCap Value II R6
Price$11.35
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets1.11B
Invesco Small Cap Value A
Price$23.86
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets6.83B
PSMVX vs VSCAX Comparison Chart in %
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PSMVX vs. VSCAX commentary
Jul 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. PSMVX (1.11B). PSMVX pays higher dividends than VSCAX: PSMVX (1.35) vs VSCAX (0.35). 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 (52.00). 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 : -2.82 vs. PSMVX (-13.48). VSCAX return over 5 years is better than : 119.28 vs. PSMVX (38.02).
| 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 | -1.567 | 0.978 | -160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 6.83B | 16% |
| Annual Yield % from dividends | 1.35 | 0.35 | 390% |
| Returns for 1 year | -13.48 | -2.82 | 478% |
| Returns for 3 years | 4.04 | 45.87 | 9% |
| Returns for 5 years | 38.02 | 119.28 | 32% |
| Returns for 10 years | -9.41 | 19.69 | -48% |
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