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PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$13.00
Change-$0.09 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PLARX vs VISVX Comparison Chart
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PLARX vs. VISVX commentary
Nov 18, 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: 57.6B vs. PLARX (1.19B). VISVX pays higher dividends than PLARX: VISVX (1.90) vs PLARX (0.82). PLARX was incepted earlier than VISVX: PLARX (20 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 : 28.71 vs. PLARX (21.99). VISVX return over 5 years is better than : 57.32 vs. PLARX (26.83).
| PLARX | VISVX | PLARX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 9.520 | 15.433 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 0.82 | 1.90 | 43% |
| Returns for 1 year | 21.99 | 28.71 | 77% |
| Returns for 3 years | -11.82 | 13.23 | -89% |
| Returns for 5 years | 26.83 | 57.32 | 47% |
| Returns for 10 years | -2.53 | 108.21 | -2% |