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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$40.61
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets8.59B
Vanguard Value Index I
Price$68.71
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
PEIIX vs VIVAX Comparison Chart in %
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PEIIX vs. VIVAX commentary
Jun 27, 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 PEIIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PEIIX (8.59B). VIVAX pays higher dividends than PEIIX: VIVAX (2.16) vs PEIIX (1.62). PEIIX was incepted earlier than VIVAX: PEIIX (25 years) vs VIVAX (33 years). PEIIX (0.54) is less costly to investors than VIVAX (0.17). PEIIX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (9.00). PEIIX has a lower initial minimum investment than VIVAX: PEIIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.64 vs. PEIIX (2.73). VIVAX return over 5 years is better than : 80.98 vs. PEIIX (54.90).
| PEIIX | VIVAX | PEIIX / VIVAX | |
| Total Expense Ratio | 0.52 | 0.17 | 306% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 4.079 | 3.312 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.59B | 189B | 5% |
| Annual Yield % from dividends | 1.62 | 2.16 | 75% |
| Returns for 1 year | 2.73 | 8.64 | 32% |
| Returns for 3 years | 19.04 | 30.67 | 62% |
| Returns for 5 years | 54.90 | 80.98 | 68% |
| Returns for 10 years | 84.68 | 110.43 | 77% |
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