Ad is loading...
PEIJX vs VVIAX
PEIJX vs VVIAX Comparison
Open Charts PEIJX vs VVIAX
Principal Equity Income J
Price$39.40
Change+$0.17 (+0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.27
Change-$0.17 (-0.26%)
VolumeN/A
CapitalizationN/A
PEIJX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEIJX vs. VVIAX commentary
Dec 25, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PEIJX (8.74B). 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 : 15.12 vs. PEIJX (6.90). VVIAX return over 5 years is better than : 42.91 vs. PEIJX (23.55).
| 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 | 6.118 | 14.406 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 195B | 4% |
| Annual Yield % from dividends | 1.83 | 2.36 | 78% |
| Returns for 1 year | 6.90 | 15.12 | 46% |
| Returns for 3 years | 0.17 | 17.95 | 1% |
| Returns for 5 years | 23.55 | 42.91 | 55% |
| Returns for 10 years | N/A | 99.94 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...