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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-$0.36 (-3.25%)
VolumeN/A
Net Assets1.11B
Invesco Small Cap Value A
Price$24.95
Change-$1.13 (-4.33%)
VolumeN/A
Net Assets7.62B
PJARX vs VSCAX Comparison Chart in %
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PJARX vs. VSCAX commentary
Oct 11, 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: 7.62B vs. PJARX (1.11B). PJARX pays higher dividends than VSCAX: PJARX (0.88) 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 : 7.68 vs. PJARX (-5.06). VSCAX return over 5 years is better than : 110.88 vs. PJARX (26.58).
| 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 | 4.034 | 10.932 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 7.62B | 15% |
| Annual Yield % from dividends | 0.88 | 0.32 | 278% |
| Returns for 1 year | -5.06 | 7.68 | -66% |
| Returns for 3 years | 9.99 | 58.23 | 17% |
| Returns for 5 years | 26.58 | 110.88 | 24% |
| Returns for 10 years | -6.84 | 43.02 | -16% |