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PSMVX vs VSCAX
PSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAX
Principal SmallCap Value II R6
Price$9.80
Change+$0.08 (+0.82%)
VolumeN/A
Net Assets966.85M
Invesco Small Cap Value A
Price$20.05
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets5.64B
PSMVX vs VSCAX Comparison Chart
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PSMVX vs. VSCAX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.64B vs. PSMVX (967M). PSMVX pays higher dividends than VSCAX: PSMVX (1.39) vs VSCAX (0.37). PSMVX was incepted earlier than VSCAX: PSMVX (10 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PSMVX (0.96). 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 : -7.09 vs. PSMVX (-15.72). VSCAX return over 5 years is better than : 138.84 vs. PSMVX (36.63).
| PSMVX | VSCAX | PSMVX / VSCAX | |
| Total Expense Ratio | 0.94 | 1.12 | 84% |
| Annual Report Gross Expense Ratio | 0.96 | 1.12 | 86% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -15.405 | -14.802 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 5.64B | 17% |
| Annual Yield % from dividends | 1.39 | 0.37 | 379% |
| Returns for 1 year | -15.72 | -7.09 | 222% |
| Returns for 3 years | -19.11 | 3.95 | -484% |
| Returns for 5 years | 36.63 | 138.84 | 26% |
| Returns for 10 years | -22.03 | -2.09 | 1,055% |
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