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PLARX vs VSIAX
PLARX vs VSIAX Comparison
Open Charts PLARX vs VSIAX
Principal SmallCap Value II R5
Price$12.54
Change-$0.16 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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PLARX vs VSIAX Comparison Chart
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PLARX vs. VSIAX commentary
Sep 21, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. PLARX (1.18B). VSIAX pays higher dividends than PLARX: VSIAX (2.01) vs PLARX (0.82). PLARX was incepted earlier than VSIAX: PLARX (20 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 : 21.77 vs. PLARX (15.44). VSIAX return over 5 years is better than : 55.85 vs. PLARX (24.17).
| PLARX | VSIAX | PLARX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 4.886 | 10.460 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 57.3B | 2% |
| Annual Yield % from dividends | 0.82 | 2.01 | 41% |
| Returns for 1 year | 15.44 | 21.77 | 71% |
| Returns for 3 years | -6.09 | 17.82 | -34% |
| Returns for 5 years | 24.17 | 55.85 | 43% |
| Returns for 10 years | -5.64 | 102.73 | -5% |
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