Ad is loading...
PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$10.59
Change-$0.24 (-2.22%)
VolumeN/A
Net Assets1.13B
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
PJARX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PJARX vs. VSCAX commentary
Feb 23, 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: 6.59B vs. PJARX (1.13B). 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 : 18.36 vs. PJARX (-1.89). VSCAX return over 5 years is better than : 79.27 vs. PJARX (9.56).
| 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 | 1.595 | 3.871 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 6.59B | 17% |
| Annual Yield % from dividends | 0.66 | 0.48 | 138% |
| Returns for 1 year | -1.89 | 18.36 | -10% |
| Returns for 3 years | -5.06 | 31.04 | -16% |
| Returns for 5 years | 9.56 | 79.27 | 12% |
| Returns for 10 years | -12.98 | 21.13 | -61% |