PLARX
Price
$9.82
Change
-$0.04 (-0.41%)
Updated
Apr 25 closing price
Net Assets
1.01B
VSIAX
Price
$76.94
Change
-$0.28 (-0.36%)
Updated
Apr 25 closing price
Net Assets
53.62B
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PLARX vs VSIAX

Header iconPLARX vs VSIAX Comparison
Open Charts PLARX vs VSIAXBanner chart's image
Principal SmallCap Value II R5
Price$9.82
Change-$0.04 (-0.41%)
VolumeN/A
Net Assets1.01B
Vanguard Small Cap Value Index Admiral
Price$76.94
Change-$0.28 (-0.36%)
VolumeN/A
Net Assets53.62B
PLARX vs VSIAX Comparison Chart
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VS
PLARX vs. VSIAX commentary
Apr 28, 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 Buy and VSIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. PLARX (1.01B). VSIAX pays higher dividends than PLARX: VSIAX (2.27) vs PLARX (1.23). PLARX was incepted earlier than VSIAX: PLARX (21 years) vs VSIAX (14 years). PLARX (1.22) is less costly to investors than VSIAX (0.07). PLARX is a more actively managed with annual turnover of: 73.90 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 : -0.91 vs. PLARX (-15.07). VSIAX return over 5 years is better than : 95.66 vs. PLARX (40.46).
PLARXVSIAXPLARX / VSIAX
Total Expense Ratio1.200.071,714%
Annual Report Gross Expense Ratio1.220.071,743%
Fund Existence21 years14 years-
Gain YTD-12.007-9.514126%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B53.6B2%
Annual Yield % from dividends1.232.2754%
Returns for 1 year-15.07-0.911,661%
Returns for 3 years-13.459.28-145%
Returns for 5 years40.4695.6642%
Returns for 10 years-22.4670.36-32%
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