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PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$10.74
Change+$0.08 (+0.75%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
PJARX vs VSIAX Comparison Chart in %
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PJARX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PJARX (1.14B). VSIAX pays higher dividends than PJARX: VSIAX (2.11) vs PJARX (0.94). 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 : 11.67 vs. PJARX (-3.74). VSIAX return over 5 years is better than : 94.16 vs. PJARX (39.01).
| 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 | 0.750 | 2.044 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 54B | 2% |
| Annual Yield % from dividends | 0.94 | 2.11 | 45% |
| Returns for 1 year | -3.74 | 11.67 | -32% |
| Returns for 3 years | 3.40 | 34.88 | 10% |
| Returns for 5 years | 39.01 | 94.16 | 41% |
| Returns for 10 years | -15.22 | 96.53 | -16% |
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