Interact to see
Advertisement
Advertisement
PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$11.26
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
PLARX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLARX vs. VISVX commentary
Jul 06, 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PLARX (1.14B). VISVX pays higher dividends than PLARX: VISVX (1.99) vs PLARX (1.19). PLARX was incepted earlier than VISVX: PLARX (21 years) vs VISVX (27 years). PLARX (1.15) is less costly to investors than VISVX (0.19). PLARX is a more actively managed with annual turnover of: 73.90 vs. VISVX (16.00). PLARX has a lower initial minimum investment than VISVX: PLARX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. PLARX (-3.11). VISVX return over 5 years is better than : 94.00 vs. PLARX (42.90).
| PLARX | VISVX | PLARX / VISVX | |
| Total Expense Ratio | 1.13 | 0.19 | 595% |
| Annual Report Gross Expense Ratio | 1.15 | 0.19 | 605% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 0.896 | 2.024 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 54B | 2% |
| Annual Yield % from dividends | 1.19 | 1.99 | 60% |
| Returns for 1 year | -3.11 | 11.64 | -27% |
| Returns for 3 years | 5.21 | 34.76 | 15% |
| Returns for 5 years | 42.90 | 94.00 | 46% |
| Returns for 10 years | -10.42 | 96.11 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLKC | 24.79 | 0.31 | +1.27% |
| Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF | |||
| DUBS | 34.15 | 0.36 | +1.08% |
| Aptus Large Cap Enhanced Yield ETF | |||
| IVV | 628.17 | 4.75 | +0.76% |
| iShares Core S&P 500 ETF | |||
| MLPR | 61.03 | 0.13 | +0.21% |
| ETRACS Qrtly Py 1.5X Lvgd Aln MLP ETN | |||
| LDUR | 95.30 | -0.12 | -0.13% |
| PIMCO Enhanced Low Duration Active ETF | |||