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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$10.73
Change-$0.11 (-1.01%)
VolumeN/A
Net Assets1.1B
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
PJARX vs VSCAX Comparison Chart in %
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PJARX vs. VSCAX commentary
Aug 18, 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 PJARX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. PJARX (1.1B). PJARX pays higher dividends than VSCAX: PJARX (0.92) vs VSCAX (0.34). PJARX was incepted earlier than VSCAX: PJARX (21 years) vs VSCAX (26 years). PJARX (1.46) is less costly to investors than VSCAX (1.12). PJARX is a more actively managed with annual turnover of: 73.90 vs. VSCAX (52.00). PJARX has a lower initial minimum investment than VSCAX: PJARX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 6.49 vs. PJARX (-7.20). VSCAX return over 5 years is better than : 105.42 vs. PJARX (24.55).
| PJARX | VSCAX | PJARX / VSCAX | |
| Total Expense Ratio | 1.44 | 1.12 | 129% |
| Annual Report Gross Expense Ratio | 1.46 | 1.12 | 130% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 0.657 | 3.658 | 18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 7.03B | 16% |
| Annual Yield % from dividends | 0.92 | 0.34 | 273% |
| Returns for 1 year | -7.20 | 6.49 | -111% |
| Returns for 3 years | -8.69 | 30.98 | -28% |
| Returns for 5 years | 24.55 | 105.42 | 23% |
| Returns for 10 years | -14.25 | 26.84 | -53% |
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