PJARX
Price
$10.74
Change
+$0.08 (+0.75%)
Updated
Jul 3 closing price
Net Assets
1.14B
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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PJARX vs VISVX

Header iconPJARX vs VISVX Comparison
Open Charts PJARX vs VISVXBanner chart's image
Principal SmallCap Value II R3
Price$10.74
Change+$0.08 (+0.75%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PJARX vs VISVX Comparison Chart in %
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PJARX vs. VISVX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PJARX (1.14B). VISVX pays higher dividends than PJARX: VISVX (1.99) vs PJARX (0.94). 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 : 11.64 vs. PJARX (-3.74). VISVX return over 5 years is better than : 94.00 vs. PJARX (39.01).
PJARXVISVXPJARX / VISVX
Total Expense Ratio1.440.19758%
Annual Report Gross Expense Ratio1.460.19768%
Fund Existence21 years27 years-
Gain YTD0.7502.02437%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B54B2%
Annual Yield % from dividends0.941.9947%
Returns for 1 year-3.7411.64-32%
Returns for 3 years3.4034.7610%
Returns for 5 years39.0194.0041%
Returns for 10 years-15.2296.11-16%
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