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PEIJX vs VIVIX
PEIJX vs VIVIX Comparison
Open Charts PEIJX vs VIVIX
Principal Equity Income J
Price$43.25
Change-$0.12 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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PEIJX vs VIVIX Comparison Chart
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PEIJX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. PEIJX (9.36B). VIVIX pays higher dividends than PEIJX: VIVIX (2.37) vs PEIJX (1.83). PEIJX was incepted earlier than VIVIX: PEIJX (6 years) vs VIVIX (26 years). PEIJX is a more actively managed with annual turnover of: 13.30 vs. VIVIX (10.00). PEIJX has a lower initial minimum investment than VIVIX: PEIJX (1000) vs VIVIX (5000000). PEIJX annual gain was more profitable for investors over the last year : 26.42 vs. VIVIX (24.01). VIVIX return over 5 years is better than : 55.47 vs. PEIJX (40.02).
| PEIJX | VIVIX | PEIJX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 16.487 | 16.286 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 183B | 5% |
| Annual Yield % from dividends | 1.83 | 2.37 | 77% |
| Returns for 1 year | 26.42 | 24.01 | 110% |
| Returns for 3 years | 14.01 | 28.27 | 50% |
| Returns for 5 years | 40.02 | 55.47 | 72% |
| Returns for 10 years | N/A | 114.02 | - |
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