Interact to see
Advertisement
Advertisement
PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$10.72
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$51.72
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.64B
PJARX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PJARX vs. VSIIX commentary
Dec 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.6B vs. PJARX (1.14B). VSIIX pays higher dividends than PJARX: VSIIX (1.98) vs PJARX (0.85). PJARX was incepted earlier than VSIIX: PJARX (22 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 : 7.59 vs. PJARX (-0.46). VSIIX return over 5 years is better than : 54.75 vs. PJARX (2.22).
| 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 | 22 years | 26 years | - |
| Gain YTD | 0.563 | 9.058 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 59.6B | 2% |
| Annual Yield % from dividends | 0.85 | 1.98 | 43% |
| Returns for 1 year | -0.46 | 7.59 | -6% |
| Returns for 3 years | 11.16 | 37.15 | 30% |
| Returns for 5 years | 2.22 | 54.75 | 4% |
| Returns for 10 years | 0.80 | 123.86 | 1% |