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PEIJX vs VVIAX
PEIJX vs VVIAX Comparison
Open Charts PEIJX vs VVIAX
Principal Equity Income J
Price$45.05
Change+$0.62 (+1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PEIJX vs VVIAX Comparison Chart
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PEIJX vs. VVIAX commentary
Nov 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEIJX (9.26B). 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 : 29.20 vs. VVIAX (26.09). VVIAX return over 5 years is better than : 53.09 vs. PEIJX (42.02).
| 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 | 21.335 | 19.672 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.26B | 184B | 5% |
| Annual Yield % from dividends | 1.83 | 2.36 | 78% |
| Returns for 1 year | 29.20 | 26.09 | 112% |
| Returns for 3 years | 10.97 | 24.77 | 44% |
| Returns for 5 years | 42.02 | 53.09 | 79% |
| Returns for 10 years | N/A | 112.26 | - |