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PJARX vs VISVX
PJARX vs VISVX Comparison
Open Charts PJARX vs VISVX
Principal SmallCap Value II R3
Price$10.59
Change-$0.24 (-2.22%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
PJARX vs VISVX Comparison Chart
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PJARX vs. VISVX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. PJARX (1.13B). VISVX pays higher dividends than PJARX: VISVX (1.90) vs PJARX (0.66). PJARX was incepted earlier than VISVX: PJARX (21 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 : 12.49 vs. PJARX (-1.89). VISVX return over 5 years is better than : 50.85 vs. PJARX (9.56).
| PJARX | VISVX | PJARX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 1.595 | 1.977 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 60.2B | 2% |
| Annual Yield % from dividends | 0.66 | 1.90 | 35% |
| Returns for 1 year | -1.89 | 12.49 | -15% |
| Returns for 3 years | -5.06 | 20.61 | -25% |
| Returns for 5 years | 9.56 | 50.85 | 19% |
| Returns for 10 years | -12.98 | 94.47 | -14% |