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PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$11.61
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Value Index I
Price$49.70
Change+$0.53 (+1.08%)
VolumeN/A
Net Assets58.32B
PLARX vs VISVX Comparison Chart
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PLARX vs. VISVX commentary
Jan 31, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PLARX (1.17B). 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 : 17.43 vs. PLARX (2.26). VISVX return over 5 years is better than : 57.77 vs. PLARX (16.06).
| 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 | 3.136 | 3.429 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 58.3B | 2% |
| Annual Yield % from dividends | 0.82 | 1.90 | 43% |
| Returns for 1 year | 2.26 | 17.43 | 13% |
| Returns for 3 years | -2.90 | 21.61 | -13% |
| Returns for 5 years | 16.06 | 57.77 | 28% |
| Returns for 10 years | -1.63 | 107.11 | -2% |
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