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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$11.04
Change-$0.17 (-1.52%)
VolumeN/A
Net Assets1.11B
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
PJARX vs VSCAX Comparison Chart in %
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PJARX vs. VSCAX commentary
Nov 14, 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: 7.75B vs. PJARX (1.11B). PJARX pays higher dividends than VSCAX: PJARX (0.88) 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 (1.10). 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 : -0.35 vs. PJARX (-10.77). VSCAX return over 5 years is better than : 90.72 vs. PJARX (18.81).
| PJARX | VSCAX | PJARX / VSCAX | |
| Total Expense Ratio | 1.44 | 1.10 | 131% |
| Annual Report Gross Expense Ratio | 1.46 | 1.10 | 133% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 5.159 | 11.782 | 44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 7.75B | 14% |
| Annual Yield % from dividends | 0.88 | 0.32 | 276% |
| Returns for 1 year | -10.77 | -0.35 | 3,081% |
| Returns for 3 years | -1.39 | 36.18 | -4% |
| Returns for 5 years | 18.81 | 90.72 | 21% |
| Returns for 10 years | -4.66 | 46.42 | -10% |