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PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$11.08
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets1.12B
Vanguard Small Cap Value Index I
Price$48.07
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
PLARX vs VISVX Comparison Chart in %
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PLARX vs. VISVX commentary
Jul 21, 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.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. PLARX (1.12B). VISVX pays higher dividends than PLARX: VISVX (1.99) vs PLARX (1.19). PLARX was incepted earlier than VISVX: PLARX (21 years) vs VISVX (27 years). PLARX (1.15) 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 : 4.47 vs. PLARX (-11.43). VISVX return over 5 years is better than : 87.35 vs. PLARX (36.60).
| PLARX | VISVX | PLARX / VISVX | |
| Total Expense Ratio | 1.13 | 0.19 | 595% |
| Annual Report Gross Expense Ratio | 1.15 | 0.19 | 605% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -0.717 | 1.391 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 55.6B | 2% |
| Annual Yield % from dividends | 1.19 | 1.99 | 60% |
| Returns for 1 year | -11.43 | 4.47 | -256% |
| Returns for 3 years | 0.51 | 30.14 | 2% |
| Returns for 5 years | 36.60 | 87.35 | 42% |
| Returns for 10 years | -11.45 | 95.73 | -12% |
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