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PEIJX vs VVIAX
PEIJX vs VVIAX Comparison
Open Charts PEIJX vs VVIAX
Principal Equity Income J
Price$40.68
Change-$0.43 (-1.05%)
VolumeN/A
Net Assets8.81B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
PEIJX vs VVIAX Comparison Chart
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PEIJX vs. VVIAX commentary
Feb 23, 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 Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. PEIJX (8.81B). VVIAX pays higher dividends than PEIJX: VVIAX (2.36) vs PEIJX (1.83). PEIJX was incepted earlier than VVIAX: PEIJX (6 years) vs VVIAX (24 years). PEIJX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (10.00). 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 : 13.46 vs. PEIJX (6.78). VVIAX return over 5 years is better than : 47.22 vs. PEIJX (28.03).
| PEIJX | VVIAX | PEIJX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 4.174 | 4.164 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.81B | 193B | 5% |
| Annual Yield % from dividends | 1.83 | 2.36 | 78% |
| Returns for 1 year | 6.78 | 13.46 | 50% |
| Returns for 3 years | 9.60 | 23.94 | 40% |
| Returns for 5 years | 28.03 | 47.22 | 59% |
| Returns for 10 years | N/A | 105.55 | - |
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