PSMJX
Price
$11.04
Change
+$0.08 (+0.73%)
Updated
Jul 3 closing price
Net Assets
1.14B
VSCAX
Price
$24.15
Change
+$0.14 (+0.58%)
Updated
Jul 3 closing price
Net Assets
6.97B
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PSMJX vs VSCAX

Header iconPSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAXBanner chart's image
Principal SmallCap Value II J
Price$11.04
Change+$0.08 (+0.73%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX 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 PSMJX is a Buy and VSCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PSMJX (1.14B). PSMJX pays higher dividends than VSCAX: PSMJX (1.16) vs VSCAX (0.35). PSMJX was incepted earlier than VSCAX: PSMJX (16 years) vs VSCAX (26 years). PSMJX (1.22) is less costly to investors than VSCAX (1.12). PSMJX is a more actively managed with annual turnover of: 73.90 vs. VSCAX (40.00). PSMJX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. PSMJX (-3.31). VSCAX return over 5 years is better than : 135.31 vs. PSMJX (41.50).
PSMJXVSCAXPSMJX / VSCAX
Total Expense Ratio1.201.12107%
Annual Report Gross Expense Ratio1.221.12109%
Fund Existence16 years26 years-
Gain YTD0.8222.72230%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B6.97B16%
Annual Yield % from dividends1.160.35336%
Returns for 1 year-3.315.03-66%
Returns for 3 years4.5843.8510%
Returns for 5 years41.50135.3131%
Returns for 10 years-12.6420.55-61%
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