Ad is loading...
PEIJX vs VVIAX
PEIJX vs VVIAX Comparison
Open Charts PEIJX vs VVIAX
Principal Equity Income J
Price$43.25
Change-$0.12 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PEIJX vs VVIAX Comparison Chart
Loading...
PEIJX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. PEIJX (9.36B). 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). PEIJX annual gain was more profitable for investors over the last year : 26.42 vs. VVIAX (24.02). VVIAX return over 5 years is better than : 55.46 vs. PEIJX (40.02).
| 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 | 16.487 | 16.303 | 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 | 2.36 | 78% |
| Returns for 1 year | 26.42 | 24.02 | 110% |
| Returns for 3 years | 14.01 | 28.29 | 50% |
| Returns for 5 years | 40.02 | 55.46 | 72% |
| Returns for 10 years | N/A | 114.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers