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PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$11.28
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets1.14B
Vanguard Small Cap Value Index I
Price$51.72
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.64B
PLARX vs VSIIX Comparison Chart in %
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PLARX vs. VSIIX commentary
Dec 28, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.6B vs. PLARX (1.14B). VSIIX pays higher dividends than PLARX: VSIIX (1.98) vs PLARX (1.08). PLARX was incepted earlier than VSIIX: PLARX (22 years) vs VSIIX (26 years). PLARX (1.15) is less costly to investors than VSIIX (0.06). PLARX is a more actively managed with annual turnover of: 73.90 vs. VSIIX (16.00). PLARX has a lower initial minimum investment than VSIIX: PLARX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 7.59 vs. PLARX (0.00). VSIIX return over 5 years is better than : 54.75 vs. PLARX (5.31).
| PLARX | VSIIX | PLARX / VSIIX | |
| Total Expense Ratio | 1.13 | 0.06 | 1,883% |
| Annual Report Gross Expense Ratio | 1.15 | 0.06 | 1,917% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 1.075 | 9.058 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 59.6B | 2% |
| Annual Yield % from dividends | 1.08 | 1.98 | 55% |
| Returns for 1 year | 0.00 | 7.59 | - |
| Returns for 3 years | 12.99 | 37.15 | 35% |
| Returns for 5 years | 5.31 | 54.75 | 10% |
| Returns for 10 years | 6.53 | 123.86 | 5% |
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