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PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$12.92
Change-$0.19 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
PLARX vs VISVX Comparison Chart
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PLARX vs. VISVX commentary
Dec 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. PLARX (1.21B). VISVX pays higher dividends than PLARX: VISVX (1.90) vs PLARX (0.82). PLARX was incepted earlier than VISVX: PLARX (21 years) vs VISVX (27 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 : 16.18 vs. PLARX (8.89). VISVX return over 5 years is better than : 52.67 vs. PLARX (22.34).
| PLARX | VISVX | PLARX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 8.846 | 14.945 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 63B | 2% |
| Annual Yield % from dividends | 0.82 | 1.90 | 43% |
| Returns for 1 year | 8.89 | 16.18 | 55% |
| Returns for 3 years | -6.64 | 20.58 | -32% |
| Returns for 5 years | 22.34 | 52.67 | 42% |
| Returns for 10 years | 7.12 | 105.07 | 7% |
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