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PJARX vs VISVX
PJARX vs VISVX Comparison
Open Charts PJARX vs VISVX
Principal SmallCap Value II R3
Price$11.57
Change+$0.20 (+1.76%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
PJARX vs VISVX Comparison Chart in %
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PJARX vs. VISVX commentary
Dec 04, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B 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 : -1.68 vs. PJARX (-11.16). VISVX return over 5 years is better than : 56.36 vs. PJARX (13.32).
| 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 | 6.848 | 6.700 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 58.3B | 2% |
| Annual Yield % from dividends | 0.85 | 1.86 | 46% |
| Returns for 1 year | -11.16 | -1.68 | 664% |
| Returns for 3 years | -0.50 | 26.40 | -2% |
| Returns for 5 years | 13.32 | 56.36 | 24% |
| Returns for 10 years | -6.00 | 112.68 | -5% |