Ad is loading...
PEIIX vs VIVIX
PEIIX vs VIVIX Comparison
Open Charts PEIIX vs VIVIX
Principal Equity Income Inst
Price$37.10
Change+$0.33 (+0.90%)
VolumeN/A
Net Assets7.9B
Vanguard Value Index I
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
PEIIX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEIIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. PEIIX (7.9B). VIVIX pays higher dividends than PEIIX: VIVIX (2.27) vs PEIIX (1.64). PEIIX was incepted earlier than VIVIX: PEIIX (25 years) vs VIVIX (27 years). PEIIX (0.54) is less costly to investors than VIVIX (0.04). PEIIX is a more actively managed with annual turnover of: 16.30 vs. VIVIX (10.00). PEIIX has a lower initial minimum investment than VIVIX: PEIIX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 2.69 vs. PEIIX (-4.62). VIVIX return over 5 years is better than : 68.73 vs. PEIIX (46.14).
| PEIIX | VIVIX | PEIIX / VIVIX | |
| Total Expense Ratio | 0.52 | 0.04 | 1,300% |
| Annual Report Gross Expense Ratio | 0.54 | 0.04 | 1,350% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -5.406 | -4.077 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 191B | 4% |
| Annual Yield % from dividends | 1.64 | 2.27 | 72% |
| Returns for 1 year | -4.62 | 2.69 | -172% |
| Returns for 3 years | 0.25 | 11.95 | 2% |
| Returns for 5 years | 46.14 | 68.73 | 67% |
| Returns for 10 years | 62.08 | 90.34 | 69% |
View a ticker or compare two or three
VS
VS
Ad is loading...