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PEIJX vs VVIAX
PEIJX vs VVIAX Comparison
Open Charts PEIJX vs VVIAX
Principal Equity Income J
Price$37.60
Change-$1.80 (-4.57%)
VolumeN/A
Net Assets8.4B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
PEIJX vs VVIAX Comparison Chart
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PEIJX vs. VVIAX commentary
Apr 04, 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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PEIJX (8.4B). VVIAX pays higher dividends than PEIJX: VVIAX (2.26) vs PEIJX (1.44). PEIJX was incepted earlier than VVIAX: PEIJX (6 years) vs VVIAX (24 years). PEIJX (0.81) is less costly to investors than VVIAX (0.05). PEIJX is a more actively managed with annual turnover of: 16.30 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 : 7.67 vs. PEIJX (0.14). VVIAX return over 5 years is better than : 101.69 vs. PEIJX (72.46).
| PEIJX | VVIAX | PEIJX / VVIAX | |
| Total Expense Ratio | 0.81 | 0.05 | 1,620% |
| Annual Report Gross Expense Ratio | 0.81 | 0.05 | 1,620% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 1.301 | 2.421 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.4B | 195B | 4% |
| Annual Yield % from dividends | 1.44 | 2.26 | 64% |
| Returns for 1 year | 0.14 | 7.67 | 2% |
| Returns for 3 years | 3.56 | 17.36 | 21% |
| Returns for 5 years | 72.46 | 101.69 | 71% |
| Returns for 10 years | N/A | 106.86 | - |