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PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$11.95
Change+$0.31 (+2.66%)
VolumeN/A
Net Assets1.21B
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
PLARX vs VSIIX Comparison Chart in %
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PLARX vs. VSIIX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. PLARX (1.21B). VSIIX pays higher dividends than PLARX: VSIIX (1.86) vs PLARX (0.94). 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: 89.90 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 : 12.05 vs. PLARX (6.68). VSIIX return over 5 years is better than : 51.14 vs. PLARX (3.37).
| 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 | 7.852 | 6.545 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 59.8B | 2% |
| Annual Yield % from dividends | 0.94 | 1.86 | 51% |
| Returns for 1 year | 6.68 | 12.05 | 55% |
| Returns for 3 years | 7.57 | 29.92 | 25% |
| Returns for 5 years | 3.37 | 51.14 | 7% |
| Returns for 10 years | 30.12 | 162.42 | 19% |
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