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PMJIX vs VSCAX
PMJIX vs VSCAX Comparison
Open Charts PMJIX vs VSCAX
PIMCO RAE US Small Instl
Price$10.33
Change-$0.22 (-2.09%)
VolumeN/A
Net Assets1.87B
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
PMJIX vs VSCAX Comparison Chart
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PMJIX vs. VSCAX commentary
Jun 16, 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 PMJIX is a Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. PMJIX (1.87B). PMJIX pays higher dividends than VSCAX: PMJIX (0.95) vs VSCAX (0.37). PMJIX was incepted earlier than VSCAX: PMJIX (10 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PMJIX (0.51). PMJIX is a more actively managed with annual turnover of: 62.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than PMJIX: VSCAX (1000) vs PMJIX (1000000). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. PMJIX (-1.69). VSCAX return over 5 years is better than : 116.10 vs. PMJIX (27.93).
| PMJIX | VSCAX | PMJIX / VSCAX | |
| Total Expense Ratio | 0.50 | 1.12 | 45% |
| Annual Report Gross Expense Ratio | 0.51 | 1.12 | 46% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -9.386 | -3.573 | 263% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 6.48B | 29% |
| Annual Yield % from dividends | 0.95 | 0.37 | 259% |
| Returns for 1 year | -1.69 | 0.16 | -1,081% |
| Returns for 3 years | 23.00 | 29.03 | 79% |
| Returns for 5 years | 27.93 | 116.10 | 24% |
| Returns for 10 years | 15.60 | 10.55 | 148% |
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