Interact to see
Advertisement
Advertisement
PSMVX vs VSCAX
PSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAX
Principal SmallCap Value II R6
Price$11.71
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.07B
Invesco Small Cap Value A
Price$25.00
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.36B
PSMVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSMVX vs. VSCAX commentary
Nov 20, 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: 7.36B vs. PSMVX (1.07B). PSMVX pays higher dividends than VSCAX: PSMVX (1.26) vs VSCAX (0.32). PSMVX was incepted earlier than VSCAX: PSMVX (11 years) vs VSCAX (26 years). VSCAX (1.10) 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 : -3.38 vs. PSMVX (-10.93). VSCAX return over 5 years is better than : 77.11 vs. PSMVX (17.50).
| PSMVX | VSCAX | PSMVX / VSCAX | |
| Total Expense Ratio | 0.88 | 1.10 | 80% |
| Annual Report Gross Expense Ratio | 0.91 | 1.10 | 83% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 2.089 | 6.338 | 33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 7.36B | 15% |
| Annual Yield % from dividends | 1.26 | 0.32 | 394% |
| Returns for 1 year | -10.93 | -3.38 | 324% |
| Returns for 3 years | -0.70 | 31.70 | -2% |
| Returns for 5 years | 17.50 | 77.11 | 23% |
| Returns for 10 years | -1.00 | 35.49 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers