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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$11.56
Change+$0.19 (+1.67%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX vs. VSCAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. PSMJX (1.14B). 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 : 12.12 vs. PSMJX (-1.98). VSCAX return over 5 years is better than : 116.87 vs. PSMJX (36.15).
| 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 | 5.571 | 7.614 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 7.33B | 16% |
| Annual Yield % from dividends | 1.07 | 0.32 | 331% |
| Returns for 1 year | -1.98 | 12.12 | -16% |
| Returns for 3 years | 7.90 | 46.81 | 17% |
| Returns for 5 years | 36.15 | 116.87 | 31% |
| Returns for 10 years | -2.95 | 36.89 | -8% |
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