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PJARX vs VISVX
PJARX vs VISVX Comparison
Open Charts PJARX vs VISVX
Principal SmallCap Value II R3
Price$12.00
Change-$0.16 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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PJARX vs VISVX Comparison Chart
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PJARX vs. VISVX commentary
Sep 21, 2024
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: 57.3B vs. PJARX (1.18B). VISVX pays higher dividends than PJARX: VISVX (1.90) vs PJARX (0.66). PJARX was incepted earlier than VISVX: PJARX (20 years) vs VISVX (26 years). PJARX is a more actively managed with annual turnover of: 65.20 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 : 21.73 vs. PJARX (14.98). VISVX return over 5 years is better than : 55.70 vs. PJARX (21.24).
| PJARX | VISVX | PJARX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 4.653 | 10.404 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 57.3B | 2% |
| Annual Yield % from dividends | 0.66 | 1.90 | 35% |
| Returns for 1 year | 14.98 | 21.73 | 69% |
| Returns for 3 years | -7.72 | 17.75 | -44% |
| Returns for 5 years | 21.24 | 55.70 | 38% |
| Returns for 10 years | -10.48 | 102.10 | -10% |
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