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PJARX vs VISVX
PJARX vs VISVX Comparison
Open Charts PJARX vs VISVX
Principal SmallCap Value II R3
Price$9.01
Change-$0.06 (-0.66%)
VolumeN/A
Net Assets968.81M
Vanguard Small Cap Value Index I
Price$41.14
Change-$0.40 (-0.96%)
VolumeN/A
Net Assets53.62B
PJARX vs VISVX Comparison Chart
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PJARX vs. VISVX commentary
Apr 18, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. PJARX (969M). VISVX pays higher dividends than PJARX: VISVX (2.14) vs PJARX (0.97). PJARX was incepted earlier than VISVX: PJARX (21 years) vs VISVX (27 years). PJARX (1.53) 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 : -2.54 vs. PJARX (-17.01). VISVX return over 5 years is better than : 85.99 vs. PJARX (30.97).
| PJARX | VISVX | PJARX / VISVX | |
| Total Expense Ratio | 1.51 | 0.19 | 795% |
| Annual Report Gross Expense Ratio | 1.53 | 0.19 | 805% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -14.916 | -12.484 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 53.6B | 2% |
| Annual Yield % from dividends | 0.97 | 2.14 | 45% |
| Returns for 1 year | -17.01 | -2.54 | 669% |
| Returns for 3 years | -20.77 | 1.23 | -1,686% |
| Returns for 5 years | 30.97 | 85.99 | 36% |
| Returns for 10 years | -27.97 | 66.04 | -42% |
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