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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$10.42
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets1.1B
Vanguard Small Cap Value Index I
Price$47.49
Change-$0.15 (-0.31%)
VolumeN/A
Net Assets56.44B
PJARX vs VSIIX Comparison Chart in %
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PJARX vs. VSIIX commentary
Aug 12, 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 StrongBuy and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. PJARX (1.1B). VSIIX pays higher dividends than PJARX: VSIIX (2.08) vs PJARX (0.92). 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 : 6.64 vs. PJARX (-7.74). VSIIX return over 5 years is better than : 71.73 vs. PJARX (20.50).
| 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 | -2.064 | 0.354 | -582% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 56.4B | 2% |
| Annual Yield % from dividends | 0.92 | 2.08 | 44% |
| Returns for 1 year | -7.74 | 6.64 | -116% |
| Returns for 3 years | -10.49 | 17.56 | -60% |
| Returns for 5 years | 20.50 | 71.73 | 29% |
| Returns for 10 years | -16.44 | 95.62 | -17% |
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