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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$11.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
PJARX vs VSCAX Comparison Chart in %
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PJARX vs. VSCAX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. PJARX (1.14B). PJARX pays higher dividends than VSCAX: PJARX (0.87) vs VSCAX (0.32). 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 : 12.12 vs. PJARX (-2.46). VSCAX return over 5 years is better than : 116.87 vs. PJARX (33.65).
| 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 | 5.441 | 7.614 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 7.33B | 16% |
| Annual Yield % from dividends | 0.87 | 0.32 | 269% |
| Returns for 1 year | -2.46 | 12.12 | -20% |
| Returns for 3 years | 6.70 | 46.81 | 14% |
| Returns for 5 years | 33.65 | 116.87 | 29% |
| Returns for 10 years | -5.96 | 36.89 | -16% |
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