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PJARX vs VISVX
PJARX vs VISVX Comparison
Open Charts PJARX vs VISVX
Principal SmallCap Value II R3
Price$9.74
Change+$0.19 (+1.99%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
PJARX vs VISVX Comparison Chart
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PJARX vs. VISVX commentary
May 09, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. PJARX (1.03B). VISVX pays higher dividends than PJARX: VISVX (2.21) vs PJARX (1.02). PJARX was incepted earlier than VISVX: PJARX (21 years) vs VISVX (27 years). PJARX (1.46) is less costly to investors than VISVX (0.19). PJARX is a more actively managed with annual turnover of: 73.90 vs. VISVX (16.00). PJARX has a lower initial minimum investment than VISVX: PJARX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -1.45 vs. PJARX (-15.90). VISVX return over 5 years is better than : 85.28 vs. PJARX (29.16).
| PJARX | VISVX | PJARX / VISVX | |
| Total Expense Ratio | 1.44 | 0.19 | 758% |
| Annual Report Gross Expense Ratio | 1.46 | 0.19 | 768% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -10.413 | -7.723 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 51.7B | 2% |
| Annual Yield % from dividends | 1.02 | 2.21 | 46% |
| Returns for 1 year | -15.90 | -1.45 | 1,098% |
| Returns for 3 years | -11.16 | 15.99 | -70% |
| Returns for 5 years | 29.16 | 85.28 | 34% |
| Returns for 10 years | -24.21 | 75.47 | -32% |
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