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PSMVX vs VSCAX
PSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAX
Principal SmallCap Value II R6
Price$11.60
Change+$0.08 (+0.69%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PSMVX vs VSCAX Comparison Chart in %
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PSMVX 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 PSMVX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PSMVX (1.14B). PSMVX pays higher dividends than VSCAX: PSMVX (1.35) vs VSCAX (0.35). PSMVX was incepted earlier than VSCAX: PSMVX (11 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PSMVX (0.91). PSMVX is a more actively managed with annual turnover of: 73.90 vs. VSCAX (40.00). PSMVX has a lower initial minimum investment than VSCAX: PSMVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. PSMVX (-2.59). VSCAX return over 5 years is better than : 135.31 vs. PSMVX (45.81).
| PSMVX | VSCAX | PSMVX / VSCAX | |
| Total Expense Ratio | 0.88 | 1.12 | 79% |
| Annual Report Gross Expense Ratio | 0.91 | 1.12 | 81% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 0.957 | 2.722 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 6.97B | 16% |
| Annual Yield % from dividends | 1.35 | 0.35 | 390% |
| Returns for 1 year | -2.59 | 5.03 | -51% |
| Returns for 3 years | 6.42 | 43.85 | 15% |
| Returns for 5 years | 45.81 | 135.31 | 34% |
| Returns for 10 years | -6.81 | 20.55 | -33% |
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