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PJARX vs VISVX
PJARX vs VISVX Comparison
Open Charts PJARX vs VISVX
Principal SmallCap Value II R3
Price$10.72
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$51.64
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets59.64B
PJARX vs VISVX Comparison Chart in %
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PJARX vs. VISVX commentary
Dec 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. PJARX (1.14B). VISVX pays higher dividends than PJARX: VISVX (1.86) vs PJARX (0.85). PJARX was incepted earlier than VISVX: PJARX (22 years) vs VISVX (28 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 : 7.55 vs. PJARX (-0.46). VISVX return over 5 years is better than : 54.54 vs. PJARX (2.22).
| PJARX | VISVX | PJARX / VISVX | |
| Total Expense Ratio | 1.44 | 0.19 | 758% |
| Annual Report Gross Expense Ratio | 1.46 | 0.19 | 768% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 0.563 | 9.022 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 59.6B | 2% |
| Annual Yield % from dividends | 0.85 | 1.86 | 46% |
| Returns for 1 year | -0.46 | 7.55 | -6% |
| Returns for 3 years | 11.16 | 37.02 | 30% |
| Returns for 5 years | 2.22 | 54.54 | 4% |
| Returns for 10 years | 0.80 | 123.25 | 1% |
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