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PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$11.04
Change-$0.17 (-1.52%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
PJARX vs VSIAX Comparison Chart in %
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PJARX vs. VSIAX commentary
Nov 14, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PJARX (1.11B). VSIAX pays higher dividends than PJARX: VSIAX (2.02) vs PJARX (0.88). 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 : -0.53 vs. PJARX (-10.77). VSIAX return over 5 years is better than : 65.19 vs. PJARX (18.81).
| 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 | 5.159 | 5.811 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 58.3B | 2% |
| Annual Yield % from dividends | 0.88 | 2.02 | 44% |
| Returns for 1 year | -10.77 | -0.53 | 2,021% |
| Returns for 3 years | -1.39 | 27.41 | -5% |
| Returns for 5 years | 18.81 | 65.19 | 29% |
| Returns for 10 years | -4.66 | 117.18 | -4% |
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