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PMJIX vs VSCAX
PMJIX vs VSCAX Comparison
Open Charts PMJIX vs VSCAX
PIMCO RAE US Small Instl
Price$11.11
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets1.95B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PMJIX vs VSCAX Comparison Chart in %
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PMJIX 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 PMJIX is a StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PMJIX (1.95B). PMJIX pays higher dividends than VSCAX: PMJIX (0.92) vs VSCAX (0.35). 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). PMJIX annual gain was more profitable for investors over the last year : 5.34 vs. VSCAX (5.03). VSCAX return over 5 years is better than : 135.31 vs. PMJIX (37.43).
| 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 | -2.544 | 2.722 | -93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 6.97B | 28% |
| Annual Yield % from dividends | 0.92 | 0.35 | 268% |
| Returns for 1 year | 5.34 | 5.03 | 106% |
| Returns for 3 years | 38.31 | 43.85 | 87% |
| Returns for 5 years | 37.43 | 135.31 | 28% |
| Returns for 10 years | 27.86 | 20.55 | 136% |
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