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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$11.12
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets1.19B
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
PJARX vs VSCAX Comparison Chart in %
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PJARX vs. VSCAX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. PJARX (1.19B). PJARX pays higher dividends than VSCAX: PJARX (0.82) vs VSCAX (0.25). PJARX was incepted earlier than VSCAX: PJARX (22 years) vs VSCAX (27 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 : 13.42 vs. PJARX (4.25). VSCAX return over 5 years is better than : 60.33 vs. PJARX (-0.90).
| PJARX | VSCAX | PJARX / VSCAX | |
| Total Expense Ratio | 1.44 | 1.10 | 131% |
| Annual Report Gross Expense Ratio | 1.46 | 1.10 | 133% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 5.703 | 7.230 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 8.84B | 13% |
| Annual Yield % from dividends | 0.82 | 0.25 | 326% |
| Returns for 1 year | 4.25 | 13.42 | 32% |
| Returns for 3 years | 8.78 | 49.33 | 18% |
| Returns for 5 years | -0.90 | 60.33 | -1% |
| Returns for 10 years | 19.18 | 99.03 | 19% |
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