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PEIOX vs VIVAX
PEIOX vs VIVAX Comparison
Open Charts PEIOX vs VIVAX
Principal Equity Income R3
Price$42.70
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets8.15B
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
PEIOX vs VIVAX Comparison Chart in %
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PEIOX vs. VIVAX commentary
Nov 20, 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 PEIOX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEIOX (8.15B). VIVAX pays higher dividends than PEIOX: VIVAX (1.98) vs PEIOX (1.07). PEIOX was incepted earlier than VIVAX: PEIOX (16 years) vs VIVAX (33 years). PEIOX (1.08) is less costly to investors than VIVAX (0.17). PEIOX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (9.00). PEIOX has a lower initial minimum investment than VIVAX: PEIOX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.05 vs. PEIOX (-2.22). VIVAX return over 5 years is better than : 62.93 vs. PEIOX (33.17).
| PEIOX | VIVAX | PEIOX / VIVAX | |
| Total Expense Ratio | 1.08 | 0.17 | 635% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 10.916 | 9.329 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.15B | 208B | 4% |
| Annual Yield % from dividends | 1.07 | 1.98 | 54% |
| Returns for 1 year | -2.22 | 5.05 | -44% |
| Returns for 3 years | 20.74 | 30.23 | 69% |
| Returns for 5 years | 33.17 | 62.93 | 53% |
| Returns for 10 years | 88.39 | 123.10 | 72% |
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