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PSMJX vs VSCAX
PSMJX vs VSCAX Comparison
Open Charts PSMJX vs VSCAX
Principal SmallCap Value II J
Price$11.69
Change+$0.29 (+2.54%)
VolumeN/A
Net Assets1.21B
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX vs. VSCAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. PSMJX (1.21B). PSMJX pays higher dividends than VSCAX: PSMJX (0.93) vs VSCAX (0.23). 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: 89.90 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 : 18.26 vs. PSMJX (6.41). VSCAX return over 5 years is better than : 68.92 vs. PSMJX (2.23).
| 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 | 7.841 | 12.643 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 9.42B | 13% |
| Annual Yield % from dividends | 0.93 | 0.23 | 403% |
| Returns for 1 year | 6.41 | 18.26 | 35% |
| Returns for 3 years | 6.90 | 51.27 | 13% |
| Returns for 5 years | 2.23 | 68.92 | 3% |
| Returns for 10 years | 27.04 | 108.32 | 25% |
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