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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$12.00
Change-$0.16 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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PJARX vs VSIIX Comparison Chart
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PJARX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. PJARX (1.18B). 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 : 21.77 vs. PJARX (14.98). VSIIX return over 5 years is better than : 55.85 vs. PJARX (21.24).
| 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 | 4.653 | 10.459 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 57.3B | 2% |
| Annual Yield % from dividends | 0.66 | 2.02 | 33% |
| Returns for 1 year | 14.98 | 21.77 | 69% |
| Returns for 3 years | -7.72 | 17.80 | -43% |
| Returns for 5 years | 21.24 | 55.85 | 38% |
| Returns for 10 years | -10.48 | 102.79 | -10% |