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PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$11.26
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets1.1B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
PLARX vs VISVX Comparison Chart in %
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PLARX vs. VISVX commentary
Aug 19, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. PLARX (1.1B). VISVX pays higher dividends than PLARX: VISVX (1.95) vs PLARX (1.17). 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 : 6.61 vs. PLARX (-6.45). VISVX return over 5 years is better than : 76.46 vs. PLARX (28.14).
| 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 | 2.657 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 56.4B | 2% |
| Annual Yield % from dividends | 1.17 | 1.95 | 60% |
| Returns for 1 year | -6.45 | 6.61 | -98% |
| Returns for 3 years | -7.08 | 19.23 | -37% |
| Returns for 5 years | 28.14 | 76.46 | 37% |
| Returns for 10 years | -9.33 | 99.26 | -9% |
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