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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$11.35
Change+$0.26 (+2.34%)
VolumeN/A
Net Assets1.21B
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
PJARX vs VSIIX Comparison Chart in %
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PJARX vs. VSIIX commentary
Feb 04, 2026
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: 59.8B vs. PJARX (1.21B). VSIIX pays higher dividends than PJARX: VSIIX (1.86) vs PJARX (0.78). 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: 89.90 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 : 12.05 vs. PJARX (5.91). VSIIX return over 5 years is better than : 51.14 vs. PJARX (0.02).
| 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 | 7.890 | 6.545 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 59.8B | 2% |
| Annual Yield % from dividends | 0.78 | 1.86 | 42% |
| Returns for 1 year | 5.91 | 12.05 | 49% |
| Returns for 3 years | 5.59 | 29.92 | 19% |
| Returns for 5 years | 0.02 | 51.14 | 0% |
| Returns for 10 years | 22.91 | 162.42 | 14% |
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