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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$11.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
PJARX vs VSIIX Comparison Chart in %
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PJARX vs. VSIIX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. PJARX (1.14B). VSIIX pays higher dividends than PJARX: VSIIX (1.98) vs PJARX (0.87). 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 : 10.21 vs. PJARX (-2.46). VSIIX return over 5 years is better than : 86.40 vs. PJARX (33.65).
| 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 | 5.441 | 6.695 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 59.2B | 2% |
| Annual Yield % from dividends | 0.87 | 1.98 | 44% |
| Returns for 1 year | -2.46 | 10.21 | -24% |
| Returns for 3 years | 6.70 | 36.67 | 18% |
| Returns for 5 years | 33.65 | 86.40 | 39% |
| Returns for 10 years | -5.96 | 117.87 | -5% |
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