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PJARX vs VISVX
PJARX vs VISVX Comparison
Open Charts PJARX vs VISVX
Principal SmallCap Value II R3
Price$9.93
Change-$0.18 (-1.78%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
PJARX vs VISVX Comparison Chart
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PJARX vs. VISVX commentary
Jun 15, 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PJARX (1.07B). VISVX pays higher dividends than PJARX: VISVX (2.11) vs PJARX (0.98). PJARX was incepted earlier than VISVX: PJARX (21 years) vs VISVX (27 years). PJARX (1.46) is less costly to investors than VISVX (0.19). PJARX is a more actively managed with annual turnover of: 73.90 vs. VISVX (16.00). PJARX has a lower initial minimum investment than VISVX: PJARX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. PJARX (-10.52). VISVX return over 5 years is better than : 80.48 vs. PJARX (27.56).
| PJARX | VISVX | PJARX / VISVX | |
| Total Expense Ratio | 1.44 | 0.19 | 758% |
| Annual Report Gross Expense Ratio | 1.46 | 0.19 | 768% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -6.848 | -4.331 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 54B | 2% |
| Annual Yield % from dividends | 0.98 | 2.11 | 47% |
| Returns for 1 year | -10.52 | 3.80 | -277% |
| Returns for 3 years | -5.56 | 26.12 | -21% |
| Returns for 5 years | 27.56 | 80.48 | 34% |
| Returns for 10 years | -22.86 | 80.06 | -29% |
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