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PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$13.00
Change-$0.09 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PLARX vs VSIIX Comparison Chart
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PLARX vs. VSIIX commentary
Nov 18, 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: 57.6B vs. PLARX (1.19B). 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 : 28.76 vs. PLARX (21.99). VSIIX return over 5 years is better than : 57.48 vs. PLARX (26.83).
| 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 | 9.520 | 15.492 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 57.6B | 2% |
| Annual Yield % from dividends | 0.82 | 2.02 | 41% |
| Returns for 1 year | 21.99 | 28.76 | 76% |
| Returns for 3 years | -11.82 | 13.30 | -89% |
| Returns for 5 years | 26.83 | 57.48 | 47% |
| Returns for 10 years | -2.53 | 108.84 | -2% |
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