Interact to see
Advertisement
Advertisement
PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$10.74
Change+$0.08 (+0.75%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PJARX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PJARX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PJARX (1.14B). VSIIX pays higher dividends than PJARX: VSIIX (2.12) vs PJARX (0.94). 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 : 11.69 vs. PJARX (-3.74). VSIIX return over 5 years is better than : 94.15 vs. PJARX (39.01).
| 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 | 0.750 | 2.040 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 54B | 2% |
| Annual Yield % from dividends | 0.94 | 2.12 | 44% |
| Returns for 1 year | -3.74 | 11.69 | -32% |
| Returns for 3 years | 3.40 | 34.90 | 10% |
| Returns for 5 years | 39.01 | 94.15 | 41% |
| Returns for 10 years | -15.22 | 96.60 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement