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PLARX vs VSIAX
PLARX vs VSIAX Comparison
Open Charts PLARX vs VSIAX
Principal SmallCap Value II R5
Price$11.56
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.18B
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
PLARX vs VSIAX Comparison Chart
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PLARX vs. VSIAX commentary
Jan 19, 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 Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PLARX (1.18B). VSIAX pays higher dividends than PLARX: VSIAX (2.01) vs PLARX (0.82). PLARX was incepted earlier than VSIAX: PLARX (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 : 18.49 vs. PLARX (3.16). VSIAX return over 5 years is better than : 50.37 vs. PLARX (9.46).
| 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 | 3.136 | 3.217 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 58.3B | 2% |
| Annual Yield % from dividends | 0.82 | 2.01 | 41% |
| Returns for 1 year | 3.16 | 18.49 | 17% |
| Returns for 3 years | -6.00 | 17.05 | -35% |
| Returns for 5 years | 9.46 | 50.37 | 19% |
| Returns for 10 years | -0.59 | 109.60 | -1% |
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