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PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$12.54
Change-$0.16 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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PLARX vs VISVX Comparison Chart
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PLARX vs. VISVX commentary
Sep 21, 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 PLARX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. PLARX (1.18B). VISVX pays higher dividends than PLARX: VISVX (1.90) vs PLARX (0.82). PLARX was incepted earlier than VISVX: PLARX (20 years) vs VISVX (26 years). PLARX is a more actively managed with annual turnover of: 65.20 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 : 25.80 vs. PLARX (15.44). VISVX return over 5 years is better than : 56.98 vs. PLARX (24.17).
| PLARX | VISVX | PLARX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 4.886 | 11.310 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 57.3B | 2% |
| Annual Yield % from dividends | 0.82 | 1.90 | 43% |
| Returns for 1 year | 15.44 | 25.80 | 60% |
| Returns for 3 years | -6.09 | 21.42 | -28% |
| Returns for 5 years | 24.17 | 56.98 | 42% |
| Returns for 10 years | -5.64 | 108.54 | -5% |
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