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PEIOX vs VIVIX
PEIOX vs VIVIX Comparison
Open Charts PEIOX vs VIVIX
Principal Equity Income R3
Price$43.04
Change-$0.12 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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PEIOX vs VIVIX Comparison Chart
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PEIOX vs. VIVIX 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 VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. PEIOX (9.36B). VIVIX pays higher dividends than PEIOX: VIVIX (2.37) vs PEIOX (1.57). PEIOX was incepted earlier than VIVIX: PEIOX (15 years) vs VIVIX (26 years). PEIOX is a more actively managed with annual turnover of: 13.30 vs. VIVIX (10.00). PEIOX has a lower initial minimum investment than VIVIX: PEIOX (0) vs VIVIX (5000000). PEIOX annual gain was more profitable for investors over the last year : 22.32 vs. VIVIX (20.40). VIVIX return over 5 years is better than : 54.23 vs. PEIOX (37.06).
| PEIOX | VIVIX | PEIOX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 15.115 | 15.360 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 183B | 5% |
| Annual Yield % from dividends | 1.57 | 2.37 | 66% |
| Returns for 1 year | 22.32 | 20.40 | 109% |
| Returns for 3 years | 10.13 | 25.00 | 41% |
| Returns for 5 years | 37.06 | 54.23 | 68% |
| Returns for 10 years | 88.27 | 109.21 | 81% |
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