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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+$0.09 (+0.85%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.09
Change+$0.36 (+0.75%)
VolumeN/A
CapitalizationN/A
PJARX vs VSIIX Comparison Chart
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PJARX vs. VSIIX commentary
Dec 25, 2024
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: 63B vs. PJARX (1.14B). 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 : 11.43 vs. PJARX (-5.89). VSIIX return over 5 years is better than : 48.55 vs. PJARX (3.84).
| 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 | -5.638 | 11.504 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 63B | 2% |
| Annual Yield % from dividends | 0.66 | 2.02 | 33% |
| Returns for 1 year | -5.89 | 11.43 | -52% |
| Returns for 3 years | -9.91 | 14.74 | -67% |
| Returns for 5 years | 3.84 | 48.55 | 8% |
| Returns for 10 years | -13.16 | 96.18 | -14% |