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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$9.93
Change-$0.18 (-1.78%)
VolumeN/A
Net Assets1.07B
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
PJARX vs VSCAX Comparison Chart
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PJARX vs. VSCAX commentary
Jun 15, 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 Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. PJARX (1.07B). PJARX pays higher dividends than VSCAX: PJARX (0.98) vs VSCAX (0.37). 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 : 0.16 vs. PJARX (-10.52). VSCAX return over 5 years is better than : 116.10 vs. PJARX (27.56).
| 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 | -6.848 | -3.573 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 6.48B | 16% |
| Annual Yield % from dividends | 0.98 | 0.37 | 267% |
| Returns for 1 year | -10.52 | 0.16 | -6,732% |
| Returns for 3 years | -5.56 | 29.03 | -19% |
| Returns for 5 years | 27.56 | 116.10 | 24% |
| Returns for 10 years | -22.86 | 10.55 | -217% |
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