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PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$9.80
Change-$0.76 (-7.20%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index I
Price$42.44
Change-$3.06 (-6.73%)
VolumeN/A
Net Assets57.63B
PLARX vs VISVX Comparison Chart
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PLARX vs. VISVX commentary
Apr 05, 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 PLARX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PLARX (1.07B). VISVX pays higher dividends than PLARX: VISVX (2.14) vs PLARX (1.23). PLARX was incepted earlier than VISVX: PLARX (21 years) vs VISVX (27 years). PLARX (1.22) is less costly to investors than VISVX (0.19). PLARX is a more actively managed with annual turnover of: 73.90 vs. VISVX (16.00). PLARX has a lower initial minimum investment than VISVX: PLARX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 1.29 vs. PLARX (-11.46). VISVX return over 5 years is better than : 137.90 vs. PLARX (71.68).
| PLARX | VISVX | PLARX / VISVX | |
| Total Expense Ratio | 1.20 | 0.19 | 632% |
| Annual Report Gross Expense Ratio | 1.22 | 0.19 | 642% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -5.376 | -4.142 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 57.6B | 2% |
| Annual Yield % from dividends | 1.23 | 2.14 | 57% |
| Returns for 1 year | -11.46 | 1.29 | -889% |
| Returns for 3 years | -12.64 | 9.10 | -139% |
| Returns for 5 years | 71.68 | 137.90 | 52% |
| Returns for 10 years | -16.55 | 79.80 | -21% |
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