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PEIOX vs VIVAX
PEIOX vs VIVAX Comparison
Open Charts PEIOX vs VIVAX
Principal Equity Income R3
Price$42.82
Change-$0.24 (-0.56%)
VolumeN/A
Net Assets8.97B
PEIOX vs VIVAX Comparison Chart in %
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PEIOX vs. VIVAX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEIOX (8.97B). VIVAX pays higher dividends than PEIOX: VIVAX (1.97) 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 : 8.19 vs. PEIOX (1.58). VIVAX return over 5 years is better than : 73.42 vs. PEIOX (41.76).
| 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 | 11.982 | 10.738 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 208B | 4% |
| Annual Yield % from dividends | 1.07 | 1.97 | 54% |
| Returns for 1 year | 1.58 | 8.19 | 19% |
| Returns for 3 years | 36.32 | 49.08 | 74% |
| Returns for 5 years | 41.76 | 73.42 | 57% |
| Returns for 10 years | 94.49 | 132.94 | 71% |
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