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PEIJX vs VVIAX
PEIJX vs VVIAX Comparison
Open Charts PEIJX vs VVIAX
Principal Equity Income J
Price$44.75
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PEIJX vs VVIAX Comparison Chart
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PEIJX vs. VVIAX commentary
Nov 14, 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: 184B vs. PEIJX (9.34B). 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 : 29.76 vs. VVIAX (27.16). VVIAX return over 5 years is better than : 52.36 vs. PEIJX (40.62).
| 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 | 20.527 | 19.157 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 184B | 5% |
| Annual Yield % from dividends | 1.83 | 2.36 | 78% |
| Returns for 1 year | 29.76 | 27.16 | 110% |
| Returns for 3 years | 9.32 | 22.67 | 41% |
| Returns for 5 years | 40.62 | 52.36 | 78% |
| Returns for 10 years | N/A | 114.13 | - |
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