Interact to see
Advertisement
Advertisement
PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$9.93
Change-$0.18 (-1.78%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
PJARX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PJARX vs. VSIAX commentary
Jun 15, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PJARX (1.07B). VSIAX pays higher dividends than PJARX: VSIAX (2.23) vs PJARX (0.98). PJARX was incepted earlier than VSIAX: PJARX (21 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 : 3.83 vs. PJARX (-10.52). VSIAX return over 5 years is better than : 80.63 vs. PJARX (27.56).
| 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 | 21 years | 14 years | - |
| Gain YTD | -6.848 | -4.304 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 54B | 2% |
| Annual Yield % from dividends | 0.98 | 2.23 | 44% |
| Returns for 1 year | -10.52 | 3.83 | -275% |
| Returns for 3 years | -5.56 | 26.16 | -21% |
| Returns for 5 years | 27.56 | 80.63 | 34% |
| Returns for 10 years | -22.86 | 80.44 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers