PJARX
Price
$10.69
Change
+$0.07 (+0.66%)
Updated
Jul 25 closing price
Net Assets
1.13B
VSCAX
Price
$24.45
Change
+$0.02 (+0.08%)
Updated
Jul 25 closing price
Net Assets
7.03B
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PJARX vs VSCAX

Header iconPJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAXBanner chart's image
Principal SmallCap Value II R3
Price$10.69
Change+$0.07 (+0.66%)
VolumeN/A
Net Assets1.13B
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
PJARX vs VSCAX Comparison Chart in %
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PJARX vs. VSCAX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. PJARX (1.13B). 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 (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 : 5.38 vs. PJARX (-11.71). VSCAX return over 5 years is better than : 124.82 vs. PJARX (33.47).
PJARXVSCAXPJARX / VSCAX
Total Expense Ratio1.441.12129%
Annual Report Gross Expense Ratio1.461.12130%
Fund Existence21 years26 years-
Gain YTD0.2813.9987%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.13B7.03B16%
Annual Yield % from dividends0.940.35273%
Returns for 1 year-11.715.38-218%
Returns for 3 years-1.1042.53-3%
Returns for 5 years33.47124.8227%
Returns for 10 years-13.4427.85-48%
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