Ad is loading...
PEIJX vs VIVAX
PEIJX vs VIVAX Comparison
Open Charts PEIJX vs VIVAX
Principal Equity Income J
Price$43.25
Change-$0.12 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PEIJX vs VIVAX Comparison Chart
Loading...
PEIJX vs. VIVAX commentary
Sep 21, 2024
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: 183B vs. PEIJX (9.36B). VIVAX pays higher dividends than PEIJX: VIVAX (2.25) vs PEIJX (1.83). PEIJX was incepted earlier than VIVAX: PEIJX (6 years) vs VIVAX (32 years). PEIJX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (10.00). PEIJX has a lower initial minimum investment than VIVAX: PEIJX (1000) vs VIVAX (3000). PEIJX annual gain was more profitable for investors over the last year : 26.42 vs. VIVAX (23.98). VIVAX return over 5 years is better than : 55.44 vs. PEIJX (40.02).
| PEIJX | VIVAX | PEIJX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 16.487 | 16.261 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 183B | 5% |
| Annual Yield % from dividends | 1.83 | 2.25 | 81% |
| Returns for 1 year | 26.42 | 23.98 | 110% |
| Returns for 3 years | 14.01 | 28.28 | 50% |
| Returns for 5 years | 40.02 | 55.44 | 72% |
| Returns for 10 years | N/A | 113.95 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers