Interact to see
Advertisement
Advertisement
PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$11.66
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$50.08
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets59.22B
PLARX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLARX vs. VISVX commentary
Sep 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. PLARX (1.13B). VISVX pays higher dividends than PLARX: VISVX (1.86) vs PLARX (1.10). 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 : 6.13 vs. PLARX (-4.98). VISVX return over 5 years is better than : 87.42 vs. PLARX (37.92).
| 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 | 4.660 | 5.694 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 59.2B | 2% |
| Annual Yield % from dividends | 1.10 | 1.86 | 59% |
| Returns for 1 year | -4.98 | 6.13 | -81% |
| Returns for 3 years | 7.66 | 35.59 | 22% |
| Returns for 5 years | 37.92 | 87.42 | 43% |
| Returns for 10 years | -0.42 | 116.24 | -0% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement