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PEIIX vs VIVIX
PEIIX vs VIVIX Comparison
Open Charts PEIIX vs VIVIX
Principal Equity Income Inst
Price$38.85
Change-$0.52 (-1.32%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index I
Price$66.40
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
PEIIX vs VIVIX Comparison Chart
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PEIIX vs. VIVIX commentary
Mar 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PEIIX (8.41B). VIVIX pays higher dividends than PEIIX: VIVIX (2.20) vs PEIIX (1.63). 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 : 8.65 vs. PEIIX (3.68). VIVIX return over 5 years is better than : 98.26 vs. PEIIX (58.00).
| 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 | 2.561 | 1.802 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 195B | 4% |
| Annual Yield % from dividends | 1.63 | 2.20 | 74% |
| Returns for 1 year | 3.68 | 8.65 | 43% |
| Returns for 3 years | 11.03 | 21.83 | 51% |
| Returns for 5 years | 58.00 | 98.26 | 59% |
| Returns for 10 years | 82.28 | 107.23 | 77% |