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PSMVX vs VSCAX
PSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAX
Principal SmallCap Value II R6
Price$13.35
Change-$0.10 (-0.74%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
PSMVX vs VSCAX Comparison Chart
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PSMVX vs. VSCAX commentary
Nov 18, 2024
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: 6.22B vs. PSMVX (1.19B). PSMVX pays higher dividends than VSCAX: PSMVX (1.05) vs VSCAX (0.48). PSMVX was incepted earlier than VSCAX: PSMVX (10 years) vs VSCAX (25 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 : 35.27 vs. PSMVX (22.29). VSCAX return over 5 years is better than : 82.06 vs. PSMVX (28.95).
| PSMVX | VSCAX | PSMVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 9.696 | 25.800 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 6.22B | 19% |
| Annual Yield % from dividends | 1.05 | 0.48 | 221% |
| Returns for 1 year | 22.29 | 35.27 | 63% |
| Returns for 3 years | -10.80 | 15.35 | -70% |
| Returns for 5 years | 28.95 | 82.06 | 35% |
| Returns for 10 years | N/A | 16.18 | - |