Interact to see
Advertisement
Advertisement
PLARX vs VSIIX
PLARX vs VSIIX Comparison
Open Charts PLARX vs VSIIX
Principal SmallCap Value II R5
Price$11.49
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.09B
Vanguard Small Cap Value Index I
Price$49.44
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets59.14B
PLARX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLARX vs. VSIIX commentary
Oct 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. PLARX (1.09B). VSIIX pays higher dividends than PLARX: VSIIX (2.01) vs PLARX (1.11). PLARX was incepted earlier than VSIIX: PLARX (21 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 : 1.02 vs. PLARX (-9.09). VSIIX return over 5 years is better than : 75.95 vs. PLARX (28.92).
| 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 | 21 years | 26 years | - |
| Gain YTD | 2.957 | 4.250 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 59.1B | 2% |
| Annual Yield % from dividends | 1.11 | 2.01 | 55% |
| Returns for 1 year | -9.09 | 1.02 | -887% |
| Returns for 3 years | 6.39 | 36.26 | 18% |
| Returns for 5 years | 28.92 | 75.95 | 38% |
| Returns for 10 years | -3.67 | 109.65 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IWD | 202.84 | 1.00 | +0.50% |
| iShares Russell 1000 Value ETF | |||
| TGRW | 45.27 | 0.21 | +0.46% |
| T. Rowe Price Growth Stock ETF | |||
| JAJL | 28.68 | 0.02 | +0.07% |
| Innovator Eq Dfnd Prot ETF - 6Mo Jan/Jul | |||
| BKN | 11.32 | -0.03 | -0.26% |
| BlackRock Investment Quality Municipal Trust | |||
| JDVI | 33.93 | -0.19 | -0.57% |
| JHancock Discp Val Intl Sel ETF | |||