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PLARX vs VSIAX
PLARX vs VSIAX Comparison
Open Charts PLARX vs VSIAX
Principal SmallCap Value II R5
Price$13.00
Change-$0.09 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
PLARX vs VSIAX Comparison Chart
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PLARX vs. VSIAX commentary
Nov 18, 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: 57.6B vs. PLARX (1.19B). 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 : 28.76 vs. PLARX (21.99). VSIAX return over 5 years is better than : 57.44 vs. PLARX (26.83).
| 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 | 9.520 | 15.498 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 0.82 | 2.01 | 41% |
| Returns for 1 year | 21.99 | 28.76 | 76% |
| Returns for 3 years | -11.82 | 13.29 | -89% |
| Returns for 5 years | 26.83 | 57.44 | 47% |
| Returns for 10 years | -2.53 | 108.79 | -2% |