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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$10.20
Change-$0.19 (-1.83%)
VolumeN/A
Net Assets1.07B
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
PSMJX vs VSCAX Comparison Chart
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PSMJX vs. VSCAX commentary
Jun 15, 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 Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. PSMJX (1.07B). PSMJX pays higher dividends than VSCAX: PSMJX (1.21) vs VSCAX (0.37). 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 : 0.16 vs. PSMJX (-10.12). VSCAX return over 5 years is better than : 116.10 vs. PSMJX (29.92).
| PSMJX | VSCAX | PSMJX / VSCAX | |
| Total Expense Ratio | 1.20 | 1.12 | 107% |
| Annual Report Gross Expense Ratio | 1.22 | 1.12 | 109% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -6.849 | -3.573 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 6.48B | 16% |
| Annual Yield % from dividends | 1.21 | 0.37 | 329% |
| Returns for 1 year | -10.12 | 0.16 | -6,477% |
| Returns for 3 years | -4.62 | 29.03 | -16% |
| Returns for 5 years | 29.92 | 116.10 | 26% |
| Returns for 10 years | -20.49 | 10.55 | -194% |
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