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PLARX vs VSIAX
PLARX vs VSIAX Comparison
Open Charts PLARX vs VSIAX
Principal SmallCap Value II R5
Price$11.26
Change+$0.33 (+3.02%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Value Index Admiral
Price$87.04
Change+$2.08 (+2.45%)
VolumeN/A
Net Assets56.44B
PLARX vs VSIAX Comparison Chart in %
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PLARX vs. VSIAX commentary
Aug 14, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. PLARX (1.06B). VSIAX pays higher dividends than PLARX: VSIAX (2.07) vs PLARX (1.17). PLARX was incepted earlier than VSIAX: PLARX (21 years) vs VSIAX (14 years). PLARX (1.15) 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 : 7.31 vs. PLARX (-6.27). VSIAX return over 5 years is better than : 72.48 vs. PLARX (24.80).
| PLARX | VSIAX | PLARX / VSIAX | |
| Total Expense Ratio | 1.13 | 0.07 | 1,614% |
| Annual Report Gross Expense Ratio | 1.15 | 0.07 | 1,643% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -2.061 | 0.043 | -4,832% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 56.4B | 2% |
| Annual Yield % from dividends | 1.17 | 2.07 | 57% |
| Returns for 1 year | -6.27 | 7.31 | -86% |
| Returns for 3 years | -9.07 | 17.19 | -53% |
| Returns for 5 years | 24.80 | 72.48 | 34% |
| Returns for 10 years | -11.85 | 94.95 | -12% |
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