PSMVX
Price
$10.64
Change
-$0.02 (-0.19%)
Updated
Jun 5 closing price
Net Assets
1.06B
VSCAX
Price
$22.51
Change
+$0.10 (+0.45%)
Updated
Jun 5 closing price
Net Assets
6.37B
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PSMVX vs VSCAX

Header iconPSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAXBanner chart's image
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.

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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).
PSMVXVSCAXPSMVX / VSCAX
Total Expense Ratio0.881.1279%
Annual Report Gross Expense Ratio0.911.1281%
Fund Existence11 years26 years-
Gain YTD-7.224-4.679154%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.07B6.37B17%
Annual Yield % from dividends1.400.37382%
Returns for 1 year-10.92-2.24488%
Returns for 3 years-12.0015.89-76%
Returns for 5 years20.1390.3322%
Returns for 10 years-14.249.86-144%
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