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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$39.69
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
PEIIX vs VIVAX Comparison Chart
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PEIIX vs. VIVAX commentary
Jun 07, 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 (8.41B). 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 : 6.81 vs. PEIIX (0.87). VIVAX return over 5 years is better than : 58.70 vs. PEIIX (39.51).
| 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 | 2.286 | 1.238 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 189B | 4% |
| Annual Yield % from dividends | 1.62 | 2.16 | 75% |
| Returns for 1 year | 0.87 | 6.81 | 13% |
| Returns for 3 years | 9.14 | 18.51 | 49% |
| Returns for 5 years | 39.51 | 58.70 | 67% |
| Returns for 10 years | 79.79 | 102.90 | 78% |
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