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PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$12.92
Change-$0.19 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.51
Change-$0.61 (-1.22%)
VolumeN/A
CapitalizationN/A
PLARX vs VSIIX Comparison Chart
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PLARX vs. VSIIX commentary
Dec 19, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. PLARX (1.21B). VSIIX pays higher dividends than PLARX: VSIIX (2.02) vs PLARX (0.82). PLARX was incepted earlier than VSIIX: PLARX (21 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 : 16.22 vs. PLARX (8.89). VSIIX return over 5 years is better than : 52.86 vs. PLARX (22.34).
| PLARX | VSIIX | PLARX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 8.846 | 15.027 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 63B | 2% |
| Annual Yield % from dividends | 0.82 | 2.02 | 41% |
| Returns for 1 year | 8.89 | 16.22 | 55% |
| Returns for 3 years | -6.64 | 20.66 | -32% |
| Returns for 5 years | 22.34 | 52.86 | 42% |
| Returns for 10 years | 7.12 | 105.75 | 7% |
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