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PEIOX vs VIVIX
PEIOX vs VIVIX Comparison
Open Charts PEIOX vs VIVIX
Principal Equity Income R3
Price$42.70
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets8.15B
Vanguard Value Index I
Price$72.03
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets207.95B
PEIOX vs VIVIX Comparison Chart in %
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PEIOX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. PEIOX (8.15B). VIVIX pays higher dividends than PEIOX: VIVIX (2.10) vs PEIOX (1.07). PEIOX was incepted earlier than VIVIX: PEIOX (16 years) vs VIVIX (27 years). PEIOX (1.08) is less costly to investors than VIVIX (0.04). PEIOX is a more actively managed with annual turnover of: 16.30 vs. VIVIX (9.00). PEIOX has a lower initial minimum investment than VIVIX: PEIOX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.06 vs. PEIOX (-2.22). VIVIX return over 5 years is better than : 62.95 vs. PEIOX (33.17).
| PEIOX | VIVIX | PEIOX / VIVIX | |
| Total Expense Ratio | 1.08 | 0.04 | 2,700% |
| Annual Report Gross Expense Ratio | 1.08 | 0.04 | 2,700% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 10.916 | 9.354 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.15B | 208B | 4% |
| Annual Yield % from dividends | 1.07 | 2.10 | 51% |
| Returns for 1 year | -2.22 | 5.06 | -44% |
| Returns for 3 years | 20.74 | 30.25 | 69% |
| Returns for 5 years | 33.17 | 62.95 | 53% |
| Returns for 10 years | 88.39 | 123.08 | 72% |
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