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PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$10.46
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Value Index I
Price$45.71
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets54.02B
PLARX vs VSIIX Comparison Chart in %
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PLARX vs. VSIIX commentary
Jun 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. PLARX (1.07B). VSIIX pays higher dividends than PLARX: VSIIX (2.24) vs PLARX (1.24). 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 : 4.60 vs. PLARX (-9.30). VSIIX return over 5 years is better than : 80.64 vs. PLARX (31.62).
| 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 | -6.272 | -3.832 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 54B | 2% |
| Annual Yield % from dividends | 1.24 | 2.24 | 55% |
| Returns for 1 year | -9.30 | 4.60 | -202% |
| Returns for 3 years | 0.58 | 30.97 | 2% |
| Returns for 5 years | 31.62 | 80.64 | 39% |
| Returns for 10 years | -18.68 | 80.13 | -23% |
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