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PMJAX vs VSCAX
PMJAX vs VSCAX Comparison
Open Charts PMJAX vs VSCAX
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets7.9B
PMJAX vs VSCAX Comparison Chart in %
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PMJAX vs. VSCAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.9B vs. PMJAX (2.72B). PMJAX pays higher dividends than VSCAX: PMJAX (0.71) vs VSCAX (0.31). PMJAX was incepted earlier than VSCAX: PMJAX (11 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than PMJAX (0.91). 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 : -0.15 vs. PMJAX (-4.02). VSCAX return over 5 years is better than : 80.13 vs. PMJAX (7.71).
| PMJAX | VSCAX | PMJAX / VSCAX | |
| Total Expense Ratio | 0.90 | 1.10 | 82% |
| Annual Report Gross Expense Ratio | 0.91 | 1.10 | 83% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 5.133 | 13.526 | 38% |
| Front Load | 4% | 6% | 68% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 7.9B | 34% |
| Annual Yield % from dividends | 0.71 | 0.31 | 231% |
| Returns for 1 year | -4.02 | -0.15 | 2,619% |
| Returns for 3 years | 28.25 | 35.94 | 79% |
| Returns for 5 years | 7.71 | 80.13 | 10% |
| Returns for 10 years | 37.07 | 42.28 | 88% |
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