PEIIX
Price
$40.61
Change
+$0.32 (+0.79%)
Updated
Jun 26 closing price
Net Assets
8.59B
VVIAX
Price
$68.70
Change
+$0.48 (+0.70%)
Updated
Jun 26 closing price
Net Assets
188.77B
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PEIIX vs VVIAX

Header iconPEIIX vs VVIAX Comparison
Open Charts PEIIX vs VVIAXBanner chart's image
Principal Equity Income Inst
Price$40.61
Change+$0.32 (+0.79%)
VolumeN/A
Net Assets8.59B
Vanguard Value Index Adm
Price$68.70
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
PEIIX vs VVIAX Comparison Chart in %
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PEIIX vs. VVIAX commentary
Jun 27, 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 VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. PEIIX (8.59B). VVIAX pays higher dividends than PEIIX: VVIAX (2.28) vs PEIIX (1.62). PEIIX was incepted earlier than VVIAX: PEIIX (25 years) vs VVIAX (25 years). PEIIX (0.54) is less costly to investors than VVIAX (0.05). PEIIX is a more actively managed with annual turnover of: 16.30 vs. VVIAX (9.00). PEIIX has a lower initial minimum investment than VVIAX: PEIIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.64 vs. PEIIX (2.73). VVIAX return over 5 years is better than : 81.02 vs. PEIIX (54.90).
PEIIXVVIAXPEIIX / VVIAX
Total Expense Ratio0.520.051,040%
Annual Report Gross Expense Ratio0.540.051,080%
Fund Existence25 years25 years-
Gain YTD4.0793.330122%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.59B189B5%
Annual Yield % from dividends1.622.2871%
Returns for 1 year2.738.6432%
Returns for 3 years19.0430.7162%
Returns for 5 years54.9081.0268%
Returns for 10 years84.68110.4377%
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