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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$9.01
Change-$0.06 (-0.66%)
VolumeN/A
Net Assets968.81M
Invesco Small Cap Value A
Price$20.03
Change-$0.14 (-0.69%)
VolumeN/A
Net Assets5.68B
PJARX vs VSCAX Comparison Chart
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PJARX vs. VSCAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.68B vs. PJARX (969M). PJARX pays higher dividends than VSCAX: PJARX (0.97) vs VSCAX (0.37). PJARX was incepted earlier than VSCAX: PJARX (21 years) vs VSCAX (26 years). PJARX (1.53) 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 : -7.21 vs. PJARX (-17.01). VSCAX return over 5 years is better than : 140.51 vs. PJARX (30.97).
| PJARX | VSCAX | PJARX / VSCAX | |
| Total Expense Ratio | 1.51 | 1.12 | 135% |
| Annual Report Gross Expense Ratio | 1.53 | 1.12 | 137% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -14.916 | -14.207 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 5.68B | 17% |
| Annual Yield % from dividends | 0.97 | 0.37 | 265% |
| Returns for 1 year | -17.01 | -7.21 | 236% |
| Returns for 3 years | -20.77 | 5.06 | -411% |
| Returns for 5 years | 30.97 | 140.51 | 22% |
| Returns for 10 years | -27.97 | -0.49 | 5,697% |
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