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PEIJX vs VVIAX
PEIJX vs VVIAX Comparison
Open Charts PEIJX vs VVIAX
Principal Equity Income J
Price$39.00
Change-$0.13 (-0.33%)
VolumeN/A
Net Assets8.34B
Vanguard Value Index Adm
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
PEIJX vs VVIAX Comparison Chart
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PEIJX vs. VVIAX commentary
May 25, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEIJX (8.34B). VVIAX pays higher dividends than PEIJX: VVIAX (2.34) vs PEIJX (1.48). PEIJX was incepted earlier than VVIAX: PEIJX (7 years) vs VVIAX (25 years). PEIJX (0.76) is less costly to investors than VVIAX (0.05). PEIJX is a more actively managed with annual turnover of: 16.30 vs. VVIAX (9.00). PEIJX has a lower initial minimum investment than VVIAX: PEIJX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.52 vs. PEIJX (-0.92). VVIAX return over 5 years is better than : 74.27 vs. PEIJX (51.41).
| PEIJX | VVIAX | PEIJX / VVIAX | |
| Total Expense Ratio | 0.76 | 0.05 | 1,520% |
| Annual Report Gross Expense Ratio | 0.76 | 0.05 | 1,520% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 0.273 | -0.154 | -177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.34B | 184B | 5% |
| Annual Yield % from dividends | 1.48 | 2.34 | 63% |
| Returns for 1 year | -0.92 | 5.52 | -17% |
| Returns for 3 years | 9.56 | 20.90 | 46% |
| Returns for 5 years | 51.41 | 74.27 | 69% |
| Returns for 10 years | N/A | 98.21 | - |
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