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PLARX vs VSIAX
PLARX vs VSIAX Comparison
Open Charts PLARX vs VSIAX
Principal SmallCap Value II R5
Price$12.50
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets1.16B
Vanguard Small Cap Value Index Admiral
Price$93.70
Change+$0.99 (+1.07%)
VolumeN/A
Net Assets59.64B
PLARX vs VSIAX Comparison Chart in %
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PLARX vs. VSIAX commentary
Dec 13, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.6B vs. PLARX (1.16B). VSIAX pays higher dividends than PLARX: VSIAX (1.97) vs PLARX (1.08). PLARX was incepted earlier than VSIAX: PLARX (22 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 : 3.68 vs. PLARX (-4.74). VSIAX return over 5 years is better than : 58.75 vs. PLARX (19.09).
| 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 | 22 years | 14 years | - |
| Gain YTD | 12.007 | 10.444 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 59.6B | 2% |
| Annual Yield % from dividends | 1.08 | 1.97 | 55% |
| Returns for 1 year | -4.74 | 3.68 | -129% |
| Returns for 3 years | 9.23 | 35.19 | 26% |
| Returns for 5 years | 19.09 | 58.75 | 32% |
| Returns for 10 years | 9.93 | 133.38 | 7% |