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PEIIX vs VVIAX
PEIIX vs VVIAX Comparison
Open Charts PEIIX vs VVIAX
Principal Equity Income Inst
Price$38.60
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets8.28B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
PEIIX vs VVIAX Comparison Chart
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PEIIX vs. VVIAX commentary
May 11, 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.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEIIX (8.28B). VVIAX pays higher dividends than PEIIX: VVIAX (2.34) vs PEIIX (1.69). 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 : 4.59 vs. PEIIX (-2.10). VVIAX return over 5 years is better than : 72.66 vs. PEIIX (50.47).
| 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 | -0.698 | -0.684 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.28B | 184B | 4% |
| Annual Yield % from dividends | 1.69 | 2.34 | 72% |
| Returns for 1 year | -2.10 | 4.59 | -46% |
| Returns for 3 years | 10.93 | 21.41 | 51% |
| Returns for 5 years | 50.47 | 72.66 | 69% |
| Returns for 10 years | 72.22 | 97.34 | 74% |
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