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PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$11.56
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.18B
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
PLARX vs VSIIX Comparison Chart
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PLARX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. PLARX (1.18B). VSIIX pays higher dividends than PLARX: VSIIX (2.02) vs PLARX (0.82). PLARX was incepted earlier than VSIIX: PLARX (21 years) vs VSIIX (25 years). PLARX is a more actively managed with annual turnover of: 65.20 vs. VSIIX (16.00). PLARX has a lower initial minimum investment than VSIIX: PLARX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 18.50 vs. PLARX (3.16). VSIIX return over 5 years is better than : 50.39 vs. PLARX (9.46).
| PLARX | VSIIX | PLARX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 3.136 | 3.214 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 58.3B | 2% |
| Annual Yield % from dividends | 0.82 | 2.02 | 41% |
| Returns for 1 year | 3.16 | 18.50 | 17% |
| Returns for 3 years | -6.00 | 17.06 | -35% |
| Returns for 5 years | 9.46 | 50.39 | 19% |
| Returns for 10 years | -0.59 | 109.67 | -1% |
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