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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$9.98
Change+$0.13 (+1.32%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Value Index I
Price$46.07
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
PJARX vs VSIIX Comparison Chart
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PJARX vs. VSIIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PJARX (1.06B). VSIIX pays higher dividends than PJARX: VSIIX (2.24) vs PJARX (0.98). 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 : 3.02 vs. PJARX (-11.79). VSIIX return over 5 years is better than : 64.96 vs. PJARX (14.21).
| 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 | -7.598 | -4.253 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 54B | 2% |
| Annual Yield % from dividends | 0.98 | 2.24 | 44% |
| Returns for 1 year | -11.79 | 3.02 | -391% |
| Returns for 3 years | -15.55 | 12.14 | -128% |
| Returns for 5 years | 14.21 | 64.96 | 22% |
| Returns for 10 years | -22.13 | 82.85 | -27% |
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