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PLARX vs VSCAX
PLARX vs VSCAX Comparison
Open Charts PLARX vs VSCAX
Principal SmallCap Value II R5
Price$11.26
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PLARX vs VSCAX Comparison Chart in %
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PLARX vs. VSCAX 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 VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PLARX (1.14B). PLARX pays higher dividends than VSCAX: PLARX (1.19) vs VSCAX (0.35). PLARX was incepted earlier than VSCAX: PLARX (21 years) vs VSCAX (26 years). PLARX (1.15) and VSCAX (1.12) have similar cost to investors . PLARX is a more actively managed with annual turnover of: 73.90 vs. VSCAX (40.00). PLARX has a lower initial minimum investment than VSCAX: PLARX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. PLARX (-3.11). VSCAX return over 5 years is better than : 135.31 vs. PLARX (42.90).
| PLARX | VSCAX | PLARX / VSCAX | |
| Total Expense Ratio | 1.13 | 1.12 | 101% |
| Annual Report Gross Expense Ratio | 1.15 | 1.12 | 103% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 0.896 | 2.722 | 33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 6.97B | 16% |
| Annual Yield % from dividends | 1.19 | 0.35 | 346% |
| Returns for 1 year | -3.11 | 5.03 | -62% |
| Returns for 3 years | 5.21 | 43.85 | 12% |
| Returns for 5 years | 42.90 | 135.31 | 32% |
| Returns for 10 years | -10.42 | 20.55 | -51% |
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