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PMJAX vs VSCAX
PMJAX vs VSCAX Comparison
Open Charts PMJAX vs VSCAX
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PMJAX vs VSCAX Comparison Chart in %
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PMJAX vs. VSCAX commentary
Jul 07, 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 PMJAX is a StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PMJAX (1.95B). PMJAX pays higher dividends than VSCAX: PMJAX (0.79) vs VSCAX (0.35). PMJAX was incepted earlier than VSCAX: PMJAX (10 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PMJAX (0.91). PMJAX is a more actively managed with annual turnover of: 62.00 vs. VSCAX (40.00). VSCAX initial investment is less costly to investors than PMJAX (4%) vs PMJAX (4%). PMJAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX (5.03) and PMJAX (4.80) have marching annual gain over last year. VSCAX return over 5 years is better than : 135.31 vs. PMJAX (32.42).
| PMJAX | VSCAX | PMJAX / VSCAX | |
| Total Expense Ratio | 0.90 | 1.12 | 80% |
| Annual Report Gross Expense Ratio | 0.91 | 1.12 | 81% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -2.750 | 2.722 | -101% |
| Front Load | 4% | 6% | 68% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 6.97B | 28% |
| Annual Yield % from dividends | 0.79 | 0.35 | 230% |
| Returns for 1 year | 4.80 | 5.03 | 96% |
| Returns for 3 years | 36.15 | 43.85 | 82% |
| Returns for 5 years | 32.42 | 135.31 | 24% |
| Returns for 10 years | 20.87 | 20.55 | 102% |
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