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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$9.93
Change-$0.18 (-1.78%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
PJARX vs VSIIX Comparison Chart
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PJARX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PJARX (1.07B). VSIIX pays higher dividends than PJARX: VSIIX (2.24) vs PJARX (0.98). PJARX was incepted earlier than VSIIX: PJARX (21 years) vs VSIIX (26 years). PJARX (1.46) is less costly to investors than VSIIX (0.06). PJARX is a more actively managed with annual turnover of: 73.90 vs. VSIIX (16.00). PJARX has a lower initial minimum investment than VSIIX: PJARX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.81 vs. PJARX (-10.52). VSIIX return over 5 years is better than : 80.64 vs. PJARX (27.56).
| PJARX | VSIIX | PJARX / VSIIX | |
| Total Expense Ratio | 1.44 | 0.06 | 2,400% |
| Annual Report Gross Expense Ratio | 1.46 | 0.06 | 2,433% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -6.848 | -4.316 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 54B | 2% |
| Annual Yield % from dividends | 0.98 | 2.24 | 44% |
| Returns for 1 year | -10.52 | 3.81 | -276% |
| Returns for 3 years | -5.56 | 26.18 | -21% |
| Returns for 5 years | 27.56 | 80.64 | 34% |
| Returns for 10 years | -22.86 | 80.51 | -28% |
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