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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$39.00
Change-$1.12 (-2.79%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
PEIIX vs VIVAX Comparison Chart
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PEIIX vs. VIVAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PEIIX (8.97B). 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 : 16.42 vs. PEIIX (9.36). VIVAX return over 5 years is better than : 44.64 vs. PEIIX (27.42).
| 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 | 8.227 | 16.008 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 195B | 5% |
| Annual Yield % from dividends | 2.07 | 2.25 | 92% |
| Returns for 1 year | 9.36 | 16.42 | 57% |
| Returns for 3 years | 3.72 | 20.48 | 18% |
| Returns for 5 years | 27.42 | 44.64 | 61% |
| Returns for 10 years | 80.52 | 104.82 | 77% |
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