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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$11.90
Change+$0.20 (+1.71%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX vs. VSCAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. PSMJX (1.14B). PSMJX pays higher dividends than VSCAX: PSMJX (1.05) vs VSCAX (0.31). PSMJX was incepted earlier than VSCAX: PSMJX (17 years) vs VSCAX (26 years). PSMJX (1.22) is less costly to investors than VSCAX (1.10). PSMJX is a more actively managed with annual turnover of: 73.90 vs. VSCAX (52.00). PSMJX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -0.15 vs. PSMJX (-10.72). VSCAX return over 5 years is better than : 80.13 vs. PSMJX (15.49).
| PSMJX | VSCAX | PSMJX / VSCAX | |
| Total Expense Ratio | 1.20 | 1.10 | 109% |
| Annual Report Gross Expense Ratio | 1.22 | 1.10 | 111% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 7.032 | 13.526 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 8.08B | 14% |
| Annual Yield % from dividends | 1.05 | 0.31 | 343% |
| Returns for 1 year | -10.72 | -0.15 | 6,989% |
| Returns for 3 years | 0.59 | 35.94 | 2% |
| Returns for 5 years | 15.49 | 80.13 | 19% |
| Returns for 10 years | -3.01 | 42.28 | -7% |
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