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PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$12.15
Change+$0.20 (+1.67%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
PLARX vs VISVX Comparison Chart in %
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PLARX vs. VISVX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PLARX (1.14B). VISVX pays higher dividends than PLARX: VISVX (1.86) vs PLARX (1.08). PLARX was incepted earlier than VISVX: PLARX (22 years) vs VISVX (28 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 : -0.42 vs. PLARX (-8.44). VISVX return over 5 years is better than : 54.12 vs. PLARX (15.12).
| PLARX | VISVX | PLARX / VISVX | |
| Total Expense Ratio | 1.13 | 0.19 | 595% |
| Annual Report Gross Expense Ratio | 1.15 | 0.19 | 605% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 8.871 | 7.439 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 58.3B | 2% |
| Annual Yield % from dividends | 1.08 | 1.86 | 58% |
| Returns for 1 year | -8.44 | -0.42 | 2,012% |
| Returns for 3 years | 2.83 | 27.28 | 10% |
| Returns for 5 years | 15.12 | 54.12 | 28% |
| Returns for 10 years | 0.91 | 114.16 | 1% |
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