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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$10.73
Change-$0.36 (-3.25%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index I
Price$48.38
Change-$1.47 (-2.95%)
VolumeN/A
Net Assets59.14B
PJARX vs VSIIX Comparison Chart in %
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PJARX vs. VSIIX commentary
Oct 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. PJARX (1.11B). VSIIX pays higher dividends than PJARX: VSIIX (2.01) 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 : 5.51 vs. PJARX (-5.06). VSIIX return over 5 years is better than : 77.22 vs. PJARX (26.58).
| 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 | 4.034 | 5.114 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 59.1B | 2% |
| Annual Yield % from dividends | 0.88 | 2.01 | 44% |
| Returns for 1 year | -5.06 | 5.51 | -92% |
| Returns for 3 years | 9.99 | 42.53 | 23% |
| Returns for 5 years | 26.58 | 77.22 | 34% |
| Returns for 10 years | -6.84 | 113.46 | -6% |