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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$9.74
Change+$0.19 (+1.99%)
VolumeN/A
Net Assets1.03B
Invesco Small Cap Value A
Price$21.75
Change+$0.42 (+1.97%)
VolumeN/A
Net Assets6.02B
PJARX vs VSCAX Comparison Chart
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PJARX vs. VSCAX commentary
May 09, 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: 6.03B vs. PJARX (1.03B). PJARX pays higher dividends than VSCAX: PJARX (1.02) vs VSCAX (0.39). 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 : -6.91 vs. PJARX (-15.90). VSCAX return over 5 years is better than : 124.47 vs. PJARX (29.16).
| 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 | -10.413 | -9.273 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 6.03B | 17% |
| Annual Yield % from dividends | 1.02 | 0.39 | 265% |
| Returns for 1 year | -15.90 | -6.91 | 230% |
| Returns for 3 years | -11.16 | 21.82 | -51% |
| Returns for 5 years | 29.16 | 124.47 | 23% |
| Returns for 10 years | -24.21 | 4.67 | -518% |
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