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PLARX vs VSIAX
PLARX vs VSIAX Comparison
Open Charts PLARX vs VSIAX
Principal SmallCap Value II R5
Price$12.92
Change-$0.19 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
PLARX vs VSIAX Comparison Chart
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PLARX vs. VSIAX commentary
Dec 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. PLARX (1.21B). 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 : 16.23 vs. PLARX (8.89). VSIAX return over 5 years is better than : 52.83 vs. PLARX (22.34).
| 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 | 8.846 | 15.031 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 63B | 2% |
| Annual Yield % from dividends | 0.82 | 2.01 | 41% |
| Returns for 1 year | 8.89 | 16.23 | 55% |
| Returns for 3 years | -6.64 | 20.67 | -32% |
| Returns for 5 years | 22.34 | 52.83 | 42% |
| Returns for 10 years | 7.12 | 105.65 | 7% |
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