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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$10.74
Change+$0.08 (+0.75%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PJARX vs VSCAX Comparison Chart in %
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PJARX 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 PJARX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PJARX (1.14B). PJARX pays higher dividends than VSCAX: PJARX (0.94) vs VSCAX (0.35). 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 (40.00). 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 : 5.03 vs. PJARX (-3.74). VSCAX return over 5 years is better than : 135.31 vs. PJARX (39.01).
| 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 | 0.750 | 2.722 | 28% |
| 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 | 0.94 | 0.35 | 273% |
| Returns for 1 year | -3.74 | 5.03 | -74% |
| Returns for 3 years | 3.40 | 43.85 | 8% |
| Returns for 5 years | 39.01 | 135.31 | 29% |
| Returns for 10 years | -15.22 | 20.55 | -74% |
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