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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$11.31
Change+$0.20 (+1.80%)
VolumeN/A
Net Assets1.13B
Invesco Small Cap Value A
Price$26.08
Change+$0.46 (+1.80%)
VolumeN/A
Net Assets7.49B
PJARX vs VSCAX Comparison Chart in %
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PJARX vs. VSCAX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.49B vs. PJARX (1.13B). 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 : 9.66 vs. PJARX (-5.85). VSCAX return over 5 years is better than : 123.40 vs. PJARX (33.82).
| 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 | 4.221 | 8.975 | 47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 7.49B | 15% |
| Annual Yield % from dividends | 0.87 | 0.32 | 269% |
| Returns for 1 year | -5.85 | 9.66 | -61% |
| Returns for 3 years | 4.30 | 46.07 | 9% |
| Returns for 5 years | 33.82 | 123.40 | 27% |
| Returns for 10 years | -6.29 | 42.35 | -15% |
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