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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+$0.08 (+0.73%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PSMJX vs VSCAX Comparison Chart in %
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PSMJX vs. VSCAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PSMJX (1.14B). PSMJX pays higher dividends than VSCAX: PSMJX (1.16) vs VSCAX (0.35). 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 : 5.03 vs. PSMJX (-3.31). VSCAX return over 5 years is better than : 135.31 vs. PSMJX (41.50).
| 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 | 0.822 | 2.722 | 30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 6.97B | 16% |
| Annual Yield % from dividends | 1.16 | 0.35 | 336% |
| Returns for 1 year | -3.31 | 5.03 | -66% |
| Returns for 3 years | 4.58 | 43.85 | 10% |
| Returns for 5 years | 41.50 | 135.31 | 31% |
| Returns for 10 years | -12.64 | 20.55 | -61% |
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