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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$11.48
Change+$0.12 (+1.06%)
VolumeN/A
Net Assets1.13B
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX vs. VSCAX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. PSMJX (1.13B). PSMJX pays higher dividends than VSCAX: PSMJX (1.07) vs VSCAX (0.32). PSMJX was incepted earlier than VSCAX: PSMJX (17 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 (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 : 6.52 vs. PSMJX (-5.20). VSCAX return over 5 years is better than : 140.21 vs. PSMJX (44.80).
| PSMJX | VSCAX | PSMJX / VSCAX | |
| Total Expense Ratio | 1.20 | 1.12 | 107% |
| Annual Report Gross Expense Ratio | 1.22 | 1.12 | 109% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 4.840 | 9.911 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 7.46B | 15% |
| Annual Yield % from dividends | 1.07 | 0.32 | 331% |
| Returns for 1 year | -5.20 | 6.52 | -80% |
| Returns for 3 years | 15.37 | 64.57 | 24% |
| Returns for 5 years | 44.80 | 140.21 | 32% |
| Returns for 10 years | 2.03 | 51.04 | 4% |
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