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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$11.04
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX vs. VSCAX commentary
Dec 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: 8.33B 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 (27 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 : 8.71 vs. PSMJX (-0.27). VSCAX return over 5 years is better than : 66.73 vs. PSMJX (4.23).
| 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 | 27 years | - |
| Gain YTD | 0.822 | 9.911 | 8% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 8.33B | 14% |
| Annual Yield % from dividends | 1.05 | 0.31 | 343% |
| Returns for 1 year | -0.27 | 8.71 | -3% |
| Returns for 3 years | 12.36 | 49.46 | 25% |
| Returns for 5 years | 4.23 | 66.73 | 6% |
| Returns for 10 years | 3.96 | 59.02 | 7% |