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PJARX vs VSIIX
PJARX vs VSIIX Comparison
Open Charts PJARX vs VSIIX
Principal SmallCap Value II R3
Price$10.59
Change-$0.24 (-2.22%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
PJARX vs VSIIX Comparison Chart
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PJARX vs. VSIIX commentary
Feb 23, 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: 60.2B vs. PJARX (1.13B). VSIIX pays higher dividends than PJARX: VSIIX (2.02) vs PJARX (0.66). PJARX was incepted earlier than VSIIX: PJARX (21 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 : 12.51 vs. PJARX (-1.89). VSIIX return over 5 years is better than : 51.02 vs. PJARX (9.56).
| PJARX | VSIIX | PJARX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 1.595 | 1.995 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 60.2B | 2% |
| Annual Yield % from dividends | 0.66 | 2.02 | 33% |
| Returns for 1 year | -1.89 | 12.51 | -15% |
| Returns for 3 years | -5.06 | 20.70 | -24% |
| Returns for 5 years | 9.56 | 51.02 | 19% |
| Returns for 10 years | -12.98 | 94.96 | -14% |
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