Ad is loading...
Ad is loading...
PJARX vs VISVX
PJARX vs VISVX Comparison
Open Charts PJARX vs VISVX
Principal SmallCap Value II R3
Price$12.84
Change+$0.20 (+1.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.30
Change+$0.69 (+1.36%)
VolumeN/A
CapitalizationN/A
PJARX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PJARX vs. VISVX commentary
Nov 23, 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: 57.6B vs. PJARX (1.21B). VISVX pays higher dividends than PJARX: VISVX (1.90) vs PJARX (0.66). PJARX was incepted earlier than VISVX: PJARX (20 years) vs VISVX (27 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 : 31.82 vs. PJARX (22.28). VISVX return over 5 years is better than : 64.36 vs. PJARX (27.66).
| PJARX | VISVX | PJARX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 10.975 | 19.317 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 57.6B | 2% |
| Annual Yield % from dividends | 0.66 | 1.90 | 35% |
| Returns for 1 year | 22.28 | 31.82 | 70% |
| Returns for 3 years | -11.07 | 18.13 | -61% |
| Returns for 5 years | 27.66 | 64.36 | 43% |
| Returns for 10 years | -7.52 | 112.52 | -7% |