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PJARX vs VSCAX
PJARX vs VSCAX Comparison
Open Charts PJARX vs VSCAX
Principal SmallCap Value II R3
Price$12.84
Change+$0.20 (+1.58%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$26.82
Change+$0.30 (+1.13%)
VolumeN/A
CapitalizationN/A
PJARX vs VSCAX Comparison Chart
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PJARX vs. VSCAX commentary
Nov 23, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.49B vs. PJARX (1.21B). PJARX pays higher dividends than VSCAX: PJARX (0.66) vs VSCAX (0.48). PJARX was incepted earlier than VSCAX: PJARX (20 years) vs VSCAX (25 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 : 40.29 vs. PJARX (22.28). VSCAX return over 5 years is better than : 93.99 vs. PJARX (27.66).
| PJARX | VSCAX | PJARX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 10.975 | 32.053 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 6.49B | 19% |
| Annual Yield % from dividends | 0.66 | 0.48 | 138% |
| Returns for 1 year | 22.28 | 40.29 | 55% |
| Returns for 3 years | -11.07 | 22.95 | -48% |
| Returns for 5 years | 27.66 | 93.99 | 29% |
| Returns for 10 years | -7.52 | 19.48 | -39% |