Ad is loading...
PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$12.54
Change-$0.16 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PLARX vs VSIIX Comparison Chart
Loading...
PLARX vs. VSIIX commentary
Sep 21, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. PLARX (1.18B). VSIIX pays higher dividends than PLARX: VSIIX (2.02) vs PLARX (0.82). PLARX was incepted earlier than VSIIX: PLARX (20 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 : 24.93 vs. PLARX (15.44). VSIIX return over 5 years is better than : 58.50 vs. PLARX (24.17).
| PLARX | VSIIX | PLARX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 4.886 | 12.339 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 57.3B | 2% |
| Annual Yield % from dividends | 0.82 | 2.02 | 41% |
| Returns for 1 year | 15.44 | 24.93 | 62% |
| Returns for 3 years | -6.09 | 22.14 | -28% |
| Returns for 5 years | 24.17 | 58.50 | 41% |
| Returns for 10 years | -5.64 | 109.09 | -5% |
View a ticker or compare two or three
VS
VS
Ad is loading...