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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$40.32
Change+$0.24 (+0.60%)
VolumeN/A
Net Assets8.92B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
PEIIX vs VIVAX Comparison Chart
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PEIIX vs. VIVAX commentary
Jan 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEIIX (8.92B). VIVAX pays higher dividends than PEIIX: VIVAX (2.25) vs PEIIX (2.07). PEIIX was incepted earlier than VIVAX: PEIIX (24 years) vs VIVAX (32 years). PEIIX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (10.00). 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 : 18.19 vs. PEIIX (10.11). VIVAX return over 5 years is better than : 44.18 vs. PEIIX (25.30).
| PEIIX | VIVAX | PEIIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 2.638 | 3.194 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.92B | 184B | 5% |
| Annual Yield % from dividends | 2.07 | 2.25 | 92% |
| Returns for 1 year | 10.11 | 18.19 | 56% |
| Returns for 3 years | 2.47 | 18.46 | 13% |
| Returns for 5 years | 25.30 | 44.18 | 57% |
| Returns for 10 years | 84.37 | 111.10 | 76% |
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