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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$12.84
Change+$0.20 (+1.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.38
Change+$0.68 (+1.34%)
VolumeN/A
CapitalizationN/A
PJARX vs VSIIX Comparison Chart
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VS
VS
PJARX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. PJARX (1.21B). VSIIX pays higher dividends than PJARX: VSIIX (2.02) vs PJARX (0.66). PJARX was incepted earlier than VSIIX: PJARX (20 years) vs VSIIX (25 years). PJARX is a more actively managed with annual turnover of: 65.20 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 : 31.87 vs. PJARX (22.28). VSIIX return over 5 years is better than : 64.51 vs. PJARX (27.66).
| PJARX | VSIIX | PJARX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 10.975 | 19.372 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 57.6B | 2% |
| Annual Yield % from dividends | 0.66 | 2.02 | 33% |
| Returns for 1 year | 22.28 | 31.87 | 70% |
| Returns for 3 years | -11.07 | 18.20 | -61% |
| Returns for 5 years | 27.66 | 64.51 | 43% |
| Returns for 10 years | -7.52 | 113.17 | -7% |