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PSMVX vs VSCAX
PSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAX
Principal SmallCap Value II R6
Price$10.86
Change+$0.39 (+3.72%)
VolumeN/A
Net Assets1.05B
Invesco Small Cap Value A
Price$22.59
Change+$0.86 (+3.96%)
VolumeN/A
Net Assets6.14B
PSMVX vs VSCAX Comparison Chart
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PSMVX vs. VSCAX commentary
May 13, 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.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.14B vs. PSMVX (1.05B). PSMVX pays higher dividends than VSCAX: PSMVX (1.46) vs VSCAX (0.39). PSMVX was incepted earlier than VSCAX: PSMVX (10 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 : -6.27 vs. PSMVX (-14.14). VSCAX return over 5 years is better than : 159.11 vs. PSMVX (52.93).
| PSMVX | VSCAX | PSMVX / VSCAX | |
| Total Expense Ratio | 0.88 | 1.12 | 79% |
| Annual Report Gross Expense Ratio | 0.91 | 1.12 | 81% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -8.877 | -7.571 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 6.14B | 17% |
| Annual Yield % from dividends | 1.46 | 0.39 | 379% |
| Returns for 1 year | -14.14 | -6.27 | 226% |
| Returns for 3 years | -7.73 | 22.86 | -34% |
| Returns for 5 years | 52.93 | 159.11 | 33% |
| Returns for 10 years | -15.95 | 6.17 | -259% |
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