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PMJPX vs VSCAX
PMJPX vs VSCAX Comparison
Open Charts PMJPX vs VSCAX
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
PMJPX vs VSCAX Comparison Chart
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PMJPX 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 PMJPX is a Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. PMJPX (1.87B). PMJPX pays higher dividends than VSCAX: PMJPX (0.92) vs VSCAX (0.37). PMJPX was incepted earlier than VSCAX: PMJPX (10 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PMJPX (0.61). PMJPX is a more actively managed with annual turnover of: 62.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than PMJPX: VSCAX (1000) vs PMJPX (1000000). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. PMJPX (-1.76). VSCAX return over 5 years is better than : 116.10 vs. PMJPX (26.69).
| PMJPX | VSCAX | PMJPX / VSCAX | |
| Total Expense Ratio | 0.60 | 1.12 | 54% |
| Annual Report Gross Expense Ratio | 0.61 | 1.12 | 54% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -9.350 | -3.573 | 262% |
| 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 | 0.92 | 0.37 | 250% |
| Returns for 1 year | -1.76 | 0.16 | -1,125% |
| Returns for 3 years | 22.53 | 29.03 | 78% |
| Returns for 5 years | 26.69 | 116.10 | 23% |
| Returns for 10 years | 13.68 | 10.55 | 130% |
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