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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$10.95
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.09B
Vanguard Small Cap Value Index I
Price$49.44
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets59.14B
PJARX vs VSIIX Comparison Chart in %
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PJARX vs. VSIIX commentary
Oct 19, 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: 59.1B vs. PJARX (1.09B). VSIIX pays higher dividends than PJARX: VSIIX (2.01) 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 : 1.02 vs. PJARX (-9.71). VSIIX return over 5 years is better than : 75.95 vs. PJARX (25.26).
| 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 | 2.720 | 4.250 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 59.1B | 2% |
| Annual Yield % from dividends | 0.88 | 2.01 | 44% |
| Returns for 1 year | -9.71 | 1.02 | -948% |
| Returns for 3 years | 4.63 | 36.26 | 13% |
| Returns for 5 years | 25.26 | 75.95 | 33% |
| Returns for 10 years | -8.83 | 109.65 | -8% |
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