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PEIJX vs VIVAX
PEIJX vs VIVAX Comparison
Open Charts PEIJX vs VIVAX
Principal Equity Income J
Price$42.05
Change+$0.55 (+1.33%)
VolumeN/A
Net Assets8.72B
Vanguard Value Index I
Price$70.03
Change+$0.74 (+1.07%)
VolumeN/A
Net Assets195.81B
PEIJX vs VIVAX Comparison Chart in %
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PEIJX vs. VIVAX commentary
Aug 13, 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 PEIJX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. PEIJX (8.72B). VIVAX pays higher dividends than PEIJX: VIVAX (2.06) vs PEIJX (1.31). PEIJX was incepted earlier than VIVAX: PEIJX (7 years) vs VIVAX (33 years). PEIJX (0.76) is less costly to investors than VIVAX (0.17). PEIJX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (9.00). PEIJX has a lower initial minimum investment than VIVAX: PEIJX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.23 vs. PEIJX (3.57). VIVAX return over 5 years is better than : 66.39 vs. PEIJX (40.92).
| PEIJX | VIVAX | PEIJX / VIVAX | |
| Total Expense Ratio | 0.76 | 0.17 | 447% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 7.080 | 4.937 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.72B | 196B | 4% |
| Annual Yield % from dividends | 1.31 | 2.06 | 63% |
| Returns for 1 year | 3.57 | 9.23 | 39% |
| Returns for 3 years | 12.80 | 24.78 | 52% |
| Returns for 5 years | 40.92 | 66.39 | 62% |
| Returns for 10 years | N/A | 111.79 | - |
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