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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$41.11
Change+$0.17 (+0.42%)
VolumeN/A
Net Assets8.67B
Vanguard Value Index I
Price$69.40
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
PEIIX vs VIVAX Comparison Chart in %
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PEIIX vs. VIVAX commentary
Jul 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 PEIIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PEIIX (8.67B). VIVAX pays higher dividends than PEIIX: VIVAX (2.06) vs PEIIX (1.51). 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 : 5.69 vs. PEIIX (-0.36). VIVAX return over 5 years is better than : 71.01 vs. PEIIX (46.09).
| 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 | 5.758 | 4.573 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67B | 195B | 4% |
| Annual Yield % from dividends | 1.51 | 2.06 | 73% |
| Returns for 1 year | -0.36 | 5.69 | -6% |
| Returns for 3 years | 22.62 | 35.05 | 65% |
| Returns for 5 years | 46.09 | 71.01 | 65% |
| Returns for 10 years | 83.83 | 108.32 | 77% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDIV | 26.23 | 0.11 | +0.42% |
| MarketDesk Focused U.S. Dividend ETF | |||
| EVSD | 51.10 | 0.07 | +0.14% |
| Eaton Vance Short Duration Income ETF | |||
| GAM | 56.73 | 0.04 | +0.07% |
| General American Investors Company | |||
| SMI | 44.29 | N/A | N/A |
| VanEck HIP Sustainable Muni ETF | |||
| NBH | 9.84 | -0.02 | -0.20% |
| Neuberger Berman Municipal Fund | |||