PSMVX
Price
$11.60
Change
+$0.08 (+0.69%)
Updated
Jul 3 closing price
Net Assets
1.14B
VSCAX
Price
$24.15
Change
+$0.14 (+0.58%)
Updated
Jul 3 closing price
Net Assets
6.97B
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PSMVX vs VSCAX

Header iconPSMVX vs VSCAX Comparison
Open Charts PSMVX vs VSCAXBanner chart's image
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.

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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).
PSMVXVSCAXPSMVX / VSCAX
Total Expense Ratio0.881.1279%
Annual Report Gross Expense Ratio0.911.1281%
Fund Existence11 years26 years-
Gain YTD0.9572.72235%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B6.97B16%
Annual Yield % from dividends1.350.35390%
Returns for 1 year-2.595.03-51%
Returns for 3 years6.4243.8515%
Returns for 5 years45.81135.3134%
Returns for 10 years-6.8120.55-33%
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