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PEIOX vs VIVAX
PEIOX vs VIVAX Comparison
Open Charts PEIOX vs VIVAX
Principal Equity Income R3
Price$42.93
Change-$0.21 (-0.49%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index I
Price$72.14
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets202.84B
PEIOX vs VIVAX Comparison Chart in %
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PEIOX vs. VIVAX commentary
Sep 15, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. PEIOX (8.94B). VIVAX pays higher dividends than PEIOX: VIVAX (1.99) vs PEIOX (0.97). 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 : 8.77 vs. PEIOX (2.95). VIVAX return over 5 years is better than : 74.86 vs. PEIOX (45.85).
| 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 | 11.230 | 9.253 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 203B | 4% |
| Annual Yield % from dividends | 0.97 | 1.99 | 49% |
| Returns for 1 year | 2.95 | 8.77 | 34% |
| Returns for 3 years | 24.54 | 37.31 | 66% |
| Returns for 5 years | 45.85 | 74.86 | 61% |
| Returns for 10 years | 98.94 | 134.06 | 74% |
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