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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$11.08
Change+$0.08 (+0.73%)
VolumeN/A
Net Assets1.09B
Vanguard Small Cap Value Index I
Price$49.37
Change+$0.39 (+0.80%)
VolumeN/A
Net Assets58.35B
PJARX vs VSIIX Comparison Chart in %
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PJARX vs. VSIIX commentary
Nov 25, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. PJARX (1.09B). VSIIX pays higher dividends than PJARX: VSIIX (2.03) vs PJARX (0.88). PJARX was incepted earlier than VSIIX: PJARX (21 years) vs VSIIX (26 years). PJARX (1.46) is less costly to investors than VSIIX (0.06). PJARX is a more actively managed with annual turnover of: 73.90 vs. VSIIX (16.00). PJARX has a lower initial minimum investment than VSIIX: PJARX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -4.16 vs. PJARX (-13.46). VSIIX return over 5 years is better than : 51.55 vs. PJARX (9.13).
| PJARX | VSIIX | PJARX / VSIIX | |
| Total Expense Ratio | 1.44 | 0.06 | 2,400% |
| Annual Report Gross Expense Ratio | 1.46 | 0.06 | 2,433% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 3.189 | 3.280 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 58.3B | 2% |
| Annual Yield % from dividends | 0.88 | 2.03 | 43% |
| Returns for 1 year | -13.46 | -4.16 | 323% |
| Returns for 3 years | -3.33 | 23.01 | -14% |
| Returns for 5 years | 9.13 | 51.55 | 18% |
| Returns for 10 years | -10.29 | 103.58 | -10% |
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