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PLARX vs VSIAX
PLARX vs VSIAX Comparison
Open Charts PLARX vs VSIAX
Principal SmallCap Value II R5
Price$11.10
Change-$0.25 (-2.20%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
PLARX vs VSIAX Comparison Chart
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PLARX vs. VSIAX commentary
Feb 23, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. PLARX (1.13B). VSIAX pays higher dividends than PLARX: VSIAX (2.01) vs PLARX (0.82). PLARX was incepted earlier than VSIAX: PLARX (21 years) vs VSIAX (13 years). PLARX is a more actively managed with annual turnover of: 65.20 vs. VSIAX (16.00). PLARX has a lower initial minimum investment than VSIAX: PLARX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 9.98 vs. PLARX (-1.07). VSIAX return over 5 years is better than : 47.61 vs. PLARX (12.80).
| PLARX | VSIAX | PLARX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 1.703 | -0.294 | -580% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 60.2B | 2% |
| Annual Yield % from dividends | 0.82 | 2.01 | 41% |
| Returns for 1 year | -1.07 | 9.98 | -11% |
| Returns for 3 years | -3.38 | 17.97 | -19% |
| Returns for 5 years | 12.80 | 47.61 | 27% |
| Returns for 10 years | -7.97 | 90.53 | -9% |