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PJARX vs VISVX
PJARX vs VISVX Comparison
Open Charts PJARX vs VISVX
Principal SmallCap Value II R3
Price$10.73
Change-$0.11 (-1.01%)
VolumeN/A
Net Assets1.1B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
PJARX vs VISVX Comparison Chart in %
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PJARX vs. VISVX commentary
Aug 18, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. PJARX (1.1B). VISVX pays higher dividends than PJARX: VISVX (1.95) vs PJARX (0.92). 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 : 6.61 vs. PJARX (-7.20). VISVX return over 5 years is better than : 76.46 vs. PJARX (24.55).
| 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 | 0.657 | 2.657 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 56.4B | 2% |
| Annual Yield % from dividends | 0.92 | 1.95 | 47% |
| Returns for 1 year | -7.20 | 6.61 | -109% |
| Returns for 3 years | -8.69 | 19.23 | -45% |
| Returns for 5 years | 24.55 | 76.46 | 32% |
| Returns for 10 years | -14.25 | 99.26 | -14% |
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