PJARX
Price
$10.56
Change
-$0.07 (-0.66%)
Updated
Jul 18 closing price
Net Assets
1.12B
VSCAX
Price
$24.14
Change
-$0.05 (-0.21%)
Updated
Jul 18 closing price
Net Assets
6.94B
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PJARX vs VSCAX

Header iconPJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAXBanner chart's image
Principal SmallCap Value II R3
Price$10.56
Change-$0.07 (-0.66%)
VolumeN/A
Net Assets1.12B
Invesco Small Cap Value A
Price$24.14
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets6.94B
PJARX vs VSCAX Comparison Chart in %
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PJARX vs. VSCAX commentary
Jul 20, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.94B vs. PJARX (1.12B). PJARX pays higher dividends than VSCAX: PJARX (0.94) vs VSCAX (0.35). 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 : 0.75 vs. PJARX (-12.77). VSCAX return over 5 years is better than : 123.44 vs. PJARX (33.53).
PJARXVSCAXPJARX / VSCAX
Total Expense Ratio1.441.12129%
Annual Report Gross Expense Ratio1.461.12130%
Fund Existence21 years26 years-
Gain YTD-0.2812.892-10%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.12B6.94B16%
Annual Yield % from dividends0.940.35273%
Returns for 1 year-12.770.75-1,704%
Returns for 3 years2.7347.306%
Returns for 5 years33.53123.4427%
Returns for 10 years-16.0922.32-72%
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