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PMJIX vs VSCAX
PMJIX vs VSCAX Comparison
Open Charts PMJIX vs VSCAX
PIMCO RAE US Small Instl
Price$12.17
Change+$0.52 (+4.46%)
VolumeN/A
Net Assets3.01B
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
PMJIX vs VSCAX Comparison Chart in %
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PMJIX vs. VSCAX commentary
Feb 05, 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 PMJIX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. PMJIX (3.01B). PMJIX pays higher dividends than VSCAX: PMJIX (1.09) vs VSCAX (0.23). PMJIX was incepted earlier than VSCAX: PMJIX (11 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than PMJIX (0.50). PMJIX is a more actively managed with annual turnover of: 59.00 vs. VSCAX (52.00). 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 : 18.26 vs. PMJIX (6.67). VSCAX return over 5 years is better than : 68.92 vs. PMJIX (2.31).
| PMJIX | VSCAX | PMJIX / VSCAX | |
| Total Expense Ratio | 0.50 | 1.10 | 45% |
| Annual Report Gross Expense Ratio | 0.50 | 1.10 | 45% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 4.643 | 12.643 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 9.42B | 32% |
| Annual Yield % from dividends | 1.09 | 0.23 | 474% |
| Returns for 1 year | 6.67 | 18.26 | 37% |
| Returns for 3 years | 39.88 | 51.27 | 78% |
| Returns for 5 years | 2.31 | 68.92 | 3% |
| Returns for 10 years | 76.49 | 108.32 | 71% |
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