Interact to see
Advertisement
Advertisement
PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$11.04
Change-$0.17 (-1.52%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index I
Price$49.49
Change-$0.69 (-1.38%)
VolumeN/A
Net Assets58.35B
PJARX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PJARX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. PJARX (1.11B). VSIIX pays higher dividends than PJARX: VSIIX (2.03) vs PJARX (0.88). 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 : -0.54 vs. PJARX (-10.77). VSIIX return over 5 years is better than : 65.22 vs. PJARX (18.81).
| 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 | 5.159 | 5.810 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 58.3B | 2% |
| Annual Yield % from dividends | 0.88 | 2.03 | 43% |
| Returns for 1 year | -10.77 | -0.54 | 2,006% |
| Returns for 3 years | -1.39 | 27.41 | -5% |
| Returns for 5 years | 18.81 | 65.22 | 29% |
| Returns for 10 years | -4.66 | 117.27 | -4% |