Ad is loading...
PEIOX vs VIVAX
PEIOX vs VIVAX Comparison
Open Charts PEIOX vs VIVAX
Principal Equity Income R3
Price$43.04
Change-$0.12 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PEIOX vs VIVAX Comparison Chart
Loading...
PEIOX vs. VIVAX 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 PEIOX is a Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. PEIOX (9.36B). VIVAX pays higher dividends than PEIOX: VIVAX (2.25) vs PEIOX (1.57). PEIOX was incepted earlier than VIVAX: PEIOX (15 years) vs VIVAX (32 years). PEIOX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (10.00). PEIOX has a lower initial minimum investment than VIVAX: PEIOX (0) vs VIVAX (3000). PEIOX annual gain was more profitable for investors over the last year : 22.32 vs. VIVAX (20.39). VIVAX return over 5 years is better than : 54.21 vs. PEIOX (37.06).
| PEIOX | VIVAX | PEIOX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 15.115 | 15.335 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 183B | 5% |
| Annual Yield % from dividends | 1.57 | 2.25 | 70% |
| Returns for 1 year | 22.32 | 20.39 | 109% |
| Returns for 3 years | 10.13 | 25.01 | 41% |
| Returns for 5 years | 37.06 | 54.21 | 68% |
| Returns for 10 years | 88.27 | 109.13 | 81% |
View a ticker or compare two or three
VS
VS
Ad is loading...