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PEIIX vs VVIAX
PEIIX vs VVIAX Comparison
Open Charts PEIIX vs VVIAX
Principal Equity Income Inst
Price$41.36
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets8.68B
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
PEIIX vs VVIAX Comparison Chart in %
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PEIIX vs. VVIAX commentary
Aug 08, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. PEIIX (8.68B). VVIAX pays higher dividends than PEIIX: VVIAX (2.18) vs PEIIX (1.50). 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 : 10.51 vs. PEIIX (4.89). VVIAX return over 5 years is better than : 67.40 vs. PEIIX (42.94).
| PEIIX | VVIAX | PEIIX / VVIAX | |
| Total Expense Ratio | 0.52 | 0.05 | 1,040% |
| Annual Report Gross Expense Ratio | 0.54 | 0.05 | 1,080% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 6.559 | 4.608 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 196B | 4% |
| Annual Yield % from dividends | 1.50 | 2.18 | 69% |
| Returns for 1 year | 4.89 | 10.51 | 47% |
| Returns for 3 years | 16.98 | 28.85 | 59% |
| Returns for 5 years | 42.94 | 67.40 | 64% |
| Returns for 10 years | 86.41 | 109.93 | 79% |
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