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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$44.36
Change-$0.24 (-0.54%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
PEIIX vs VIVAX Comparison Chart
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PEIIX vs. VIVAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEIIX (9.25B). 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). PEIIX annual gain was more profitable for investors over the last year : 28.51 vs. VIVAX (25.55). VIVAX return over 5 years is better than : 50.81 vs. PEIIX (40.76).
| 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 | 19.665 | 17.912 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.25B | 184B | 5% |
| Annual Yield % from dividends | 2.07 | 2.25 | 92% |
| Returns for 1 year | 28.51 | 25.55 | 112% |
| Returns for 3 years | 8.69 | 21.58 | 40% |
| Returns for 5 years | 40.76 | 50.81 | 80% |
| Returns for 10 years | 100.12 | 110.46 | 91% |
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