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PLARX vs VISVX
PLARX vs VISVX Comparison
Open Charts PLARX vs VISVX
Principal SmallCap Value II R5
Price$11.59
Change-$0.19 (-1.61%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
PLARX vs VISVX Comparison Chart in %
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PLARX vs. VISVX commentary
Nov 14, 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: 58.3B vs. PLARX (1.11B). VISVX pays higher dividends than PLARX: VISVX (1.90) vs PLARX (1.11). PLARX was incepted earlier than VISVX: PLARX (21 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 : -0.55 vs. PLARX (-10.02). VISVX return over 5 years is better than : 65.01 vs. PLARX (22.36).
| 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 | 28 years | - |
| Gain YTD | 5.556 | 5.771 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 58.3B | 2% |
| Annual Yield % from dividends | 1.11 | 1.90 | 59% |
| Returns for 1 year | -10.02 | -0.55 | 1,816% |
| Returns for 3 years | 0.37 | 27.31 | 1% |
| Returns for 5 years | 22.36 | 65.01 | 34% |
| Returns for 10 years | 0.84 | 116.59 | 1% |
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