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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$10.73
Change+$0.09 (+0.85%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.68
Change+$0.11 (+0.47%)
VolumeN/A
CapitalizationN/A
PJARX vs VSCAX Comparison Chart
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PJARX vs. VSCAX commentary
Dec 25, 2024
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: 6.33B vs. PJARX (1.14B). PJARX pays higher dividends than VSCAX: PJARX (0.66) vs VSCAX (0.48). PJARX was incepted earlier than VSCAX: PJARX (21 years) vs VSCAX (26 years). PJARX is a more actively managed with annual turnover of: 65.20 vs. VSCAX (51.00). 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 : 16.38 vs. PJARX (-5.89). VSCAX return over 5 years is better than : 66.05 vs. PJARX (3.84).
| PJARX | VSCAX | PJARX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -5.638 | 16.438 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 6.33B | 18% |
| Annual Yield % from dividends | 0.66 | 0.48 | 138% |
| Returns for 1 year | -5.89 | 16.38 | -36% |
| Returns for 3 years | -9.91 | 31.79 | -31% |
| Returns for 5 years | 3.84 | 66.05 | 6% |
| Returns for 10 years | -13.16 | 20.69 | -64% |