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PMJAX vs VSCAX
PMJAX vs VSCAX Comparison
Open Charts PMJAX vs VSCAX
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
PMJAX vs VSCAX Comparison Chart in %
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PMJAX vs. VSCAX commentary
Jan 15, 2026
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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. PMJAX (3.01B). PMJAX pays higher dividends than VSCAX: PMJAX (1.00) vs VSCAX (0.25). PMJAX was incepted earlier than VSCAX: PMJAX (11 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than PMJAX (0.90). PMJAX is a more actively managed with annual turnover of: 59.00 vs. VSCAX (52.00). 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 annual gain was more profitable for investors over the last year : 13.42 vs. PMJAX (7.64). VSCAX return over 5 years is better than : 60.33 vs. PMJAX (3.19).
| PMJAX | VSCAX | PMJAX / VSCAX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.90 | 1.10 | 82% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 5.410 | 7.230 | 75% |
| Front Load | 4% | 6% | 68% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 8.84B | 34% |
| Annual Yield % from dividends | 1.00 | 0.25 | 395% |
| Returns for 1 year | 7.64 | 13.42 | 57% |
| Returns for 3 years | 44.64 | 49.33 | 90% |
| Returns for 5 years | 3.19 | 60.33 | 5% |
| Returns for 10 years | 65.86 | 99.03 | 67% |
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