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PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$11.66
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Value Index I
Price$50.17
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets59.22B
PLARX vs VSIIX Comparison Chart in %
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PLARX vs. VSIIX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. PLARX (1.13B). VSIIX pays higher dividends than PLARX: VSIIX (1.98) vs PLARX (1.10). 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 : 6.18 vs. PLARX (-4.98). VSIIX return over 5 years is better than : 87.58 vs. PLARX (37.92).
| 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 | 4.660 | 5.747 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 59.2B | 2% |
| Annual Yield % from dividends | 1.10 | 1.98 | 56% |
| Returns for 1 year | -4.98 | 6.18 | -81% |
| Returns for 3 years | 7.66 | 35.71 | 21% |
| Returns for 5 years | 37.92 | 87.58 | 43% |
| Returns for 10 years | -0.42 | 116.82 | -0% |
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