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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$37.10
Change+$0.33 (+0.90%)
VolumeN/A
Net Assets7.9B
Vanguard Value Index I
Price$63.78
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
PEIIX vs VIVAX Comparison Chart
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PEIIX vs. VIVAX commentary
Apr 25, 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: 191B vs. PEIIX (7.9B). VIVAX pays higher dividends than PEIIX: VIVAX (2.14) vs PEIIX (1.64). PEIIX was incepted earlier than VIVAX: PEIIX (25 years) vs VIVAX (32 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 (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 : 2.68 vs. PEIIX (-4.62). VIVAX return over 5 years is better than : 68.72 vs. PEIIX (46.14).
| 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 | 32 years | - |
| Gain YTD | -5.406 | -4.092 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 191B | 4% |
| Annual Yield % from dividends | 1.64 | 2.14 | 77% |
| Returns for 1 year | -4.62 | 2.68 | -173% |
| Returns for 3 years | 0.25 | 11.96 | 2% |
| Returns for 5 years | 46.14 | 68.72 | 67% |
| Returns for 10 years | 62.08 | 90.37 | 69% |
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