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PLARX vs VSIAX
PLARX vs VSIAX Comparison
Open Charts PLARX vs VSIAX
Principal SmallCap Value II R5
Price$11.26
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
PLARX vs VSIAX Comparison Chart in %
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PLARX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PLARX (1.14B). VSIAX pays higher dividends than PLARX: VSIAX (2.11) vs PLARX (1.19). PLARX was incepted earlier than VSIAX: PLARX (21 years) vs VSIAX (14 years). PLARX (1.15) is less costly to investors than VSIAX (0.07). PLARX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PLARX has a lower initial minimum investment than VSIAX: PLARX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. PLARX (-3.11). VSIAX return over 5 years is better than : 94.16 vs. PLARX (42.90).
| PLARX | VSIAX | PLARX / VSIAX | |
| Total Expense Ratio | 1.13 | 0.07 | 1,614% |
| Annual Report Gross Expense Ratio | 1.15 | 0.07 | 1,643% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 0.896 | 2.044 | 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 | 2.11 | 57% |
| Returns for 1 year | -3.11 | 11.67 | -27% |
| Returns for 3 years | 5.21 | 34.88 | 15% |
| Returns for 5 years | 42.90 | 94.16 | 46% |
| Returns for 10 years | -10.42 | 96.53 | -11% |
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