Interact to see
Advertisement
Advertisement
PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$11.12
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets1.19B
Vanguard Small Cap Value Index Admiral
Price$95.89
Change+$0.53 (+0.56%)
VolumeN/A
Net Assets59.85B
PJARX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PJARX vs. VSIAX commentary
Jan 15, 2026
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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. PJARX (1.19B). VSIAX pays higher dividends than PJARX: VSIAX (1.95) vs PJARX (0.82). PJARX was incepted earlier than VSIAX: PJARX (22 years) vs VSIAX (14 years). PJARX (1.46) is less costly to investors than VSIAX (0.07). PJARX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PJARX has a lower initial minimum investment than VSIAX: PJARX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 12.27 vs. PJARX (4.25). VSIAX return over 5 years is better than : 51.25 vs. PJARX (-0.90).
| PJARX | VSIAX | PJARX / VSIAX | |
| Total Expense Ratio | 1.44 | 0.07 | 2,057% |
| Annual Report Gross Expense Ratio | 1.46 | 0.07 | 2,086% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 5.703 | 5.350 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 59.8B | 2% |
| Annual Yield % from dividends | 0.82 | 1.95 | 42% |
| Returns for 1 year | 4.25 | 12.27 | 35% |
| Returns for 3 years | 8.78 | 34.42 | 26% |
| Returns for 5 years | -0.90 | 51.25 | -2% |
| Returns for 10 years | 19.18 | 161.88 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement