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PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$11.08
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets1.12B
Vanguard Small Cap Value Index I
Price$48.14
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
PLARX vs VSIIX Comparison Chart in %
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PLARX vs. VSIIX commentary
Jul 21, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. PLARX (1.12B). VSIIX pays higher dividends than PLARX: VSIIX (2.12) vs PLARX (1.19). PLARX was incepted earlier than VSIIX: PLARX (21 years) vs VSIIX (26 years). PLARX (1.15) is less costly to investors than VSIIX (0.06). PLARX is a more actively managed with annual turnover of: 73.90 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 : 4.50 vs. PLARX (-11.43). VSIIX return over 5 years is better than : 87.50 vs. PLARX (36.60).
| PLARX | VSIIX | PLARX / VSIIX | |
| Total Expense Ratio | 1.13 | 0.06 | 1,883% |
| Annual Report Gross Expense Ratio | 1.15 | 0.06 | 1,917% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -0.717 | 1.408 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 55.6B | 2% |
| Annual Yield % from dividends | 1.19 | 2.12 | 56% |
| Returns for 1 year | -11.43 | 4.50 | -254% |
| Returns for 3 years | 0.51 | 30.25 | 2% |
| Returns for 5 years | 36.60 | 87.50 | 42% |
| Returns for 10 years | -11.45 | 96.21 | -12% |
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