PLARX
Price
$9.82
Change
-$0.04 (-0.41%)
Updated
Apr 25 closing price
Net Assets
1.01B
VISVX
Price
$42.94
Change
-$0.16 (-0.37%)
Updated
Apr 25 closing price
Net Assets
53.62B
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PLARX vs VISVX

Header iconPLARX vs VISVX Comparison
Open Charts PLARX vs VISVXBanner chart's image
Principal SmallCap Value II R5
Price$9.82
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets1.01B
Vanguard Small Cap Value Index I
Price$42.94
Change-$0.16 (-0.37%)
VolumeN/A
Net Assets53.62B
PLARX vs VISVX Comparison Chart
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PLARX vs. VISVX commentary
Apr 28, 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 Buy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. PLARX (1.01B). 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 : -0.94 vs. PLARX (-15.07). VISVX return over 5 years is better than : 95.44 vs. PLARX (40.46).
PLARXVISVXPLARX / VISVX
Total Expense Ratio1.200.19632%
Annual Report Gross Expense Ratio1.220.19642%
Fund Existence21 years27 years-
Gain YTD-12.007-9.535126%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B53.6B2%
Annual Yield % from dividends1.232.1457%
Returns for 1 year-15.07-0.941,595%
Returns for 3 years-13.459.21-146%
Returns for 5 years40.4695.4442%
Returns for 10 years-22.4669.94-32%
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