Ad is loading...
PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$9.01
Change-$0.06 (-0.66%)
VolumeN/A
Net Assets968.81M
Vanguard Small Cap Value Index I
Price$41.20
Change-$0.40 (-0.96%)
VolumeN/A
Net Assets53.62B
PJARX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PJARX vs. VSIIX commentary
Apr 18, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. PJARX (969M). VSIIX pays higher dividends than PJARX: VSIIX (2.28) vs PJARX (0.97). PJARX was incepted earlier than VSIIX: PJARX (21 years) vs VSIIX (25 years). PJARX (1.53) 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 : -2.50 vs. PJARX (-17.01). VSIIX return over 5 years is better than : 86.17 vs. PJARX (30.97).
| PJARX | VSIIX | PJARX / VSIIX | |
| Total Expense Ratio | 1.51 | 0.06 | 2,517% |
| Annual Report Gross Expense Ratio | 1.53 | 0.06 | 2,550% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -14.916 | -12.479 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 53.6B | 2% |
| Annual Yield % from dividends | 0.97 | 2.28 | 43% |
| Returns for 1 year | -17.01 | -2.50 | 680% |
| Returns for 3 years | -20.77 | 1.30 | -1,598% |
| Returns for 5 years | 30.97 | 86.17 | 36% |
| Returns for 10 years | -27.97 | 66.44 | -42% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLDG | 22.87 | 0.03 | +0.12% |
| Cambria Global Real Estate ETF | |||
| FAN | 15.11 | 0.01 | +0.06% |
| First Trust Global Wind Energy ETF | |||
| DFSE | 32.39 | -0.32 | -0.98% |
| Dimensional Emerging Mrkts Sstby Cr 1ETF | |||
| BUFD | 24.08 | -0.29 | -1.19% |
| FT Vest Laddered Deep Buffer ETF | |||
| IVV | 528.14 | -12.05 | -2.23% |
| iShares Core S&P 500 ETF | |||