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PEIOX vs VIVAX
PEIOX vs VIVAX Comparison
Open Charts PEIOX vs VIVAX
Principal Equity Income R3
Price$40.60
Change-$0.41 (-1.00%)
VolumeN/A
Net Assets8.62B
Vanguard Value Index I
Price$68.50
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
PEIOX vs VIVAX Comparison Chart in %
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PEIOX vs. VIVAX commentary
Aug 03, 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: 195B vs. PEIOX (8.62B). VIVAX pays higher dividends than PEIOX: VIVAX (2.06) vs PEIOX (1.00). PEIOX was incepted earlier than VIVAX: PEIOX (15 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 : 5.69 vs. PEIOX (-0.10). VIVAX return over 5 years is better than : 70.37 vs. PEIOX (41.44).
| PEIOX | VIVAX | PEIOX / VIVAX | |
| Total Expense Ratio | 1.08 | 0.17 | 635% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 5.193 | 3.740 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.62B | 195B | 4% |
| Annual Yield % from dividends | 1.00 | 2.06 | 49% |
| Returns for 1 year | -0.10 | 5.69 | -2% |
| Returns for 3 years | 15.39 | 28.41 | 54% |
| Returns for 5 years | 41.44 | 70.37 | 59% |
| Returns for 10 years | 76.84 | 110.27 | 70% |
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