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PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$38.77
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets8.37B
Vanguard Value Index Adm
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
PEIOX vs VVIAX Comparison Chart
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PEIOX vs. VVIAX commentary
May 25, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEIOX (8.37B). VVIAX pays higher dividends than PEIOX: VVIAX (2.34) vs PEIOX (1.15). PEIOX was incepted earlier than VVIAX: PEIOX (15 years) vs VVIAX (25 years). PEIOX (1.08) is less costly to investors than VVIAX (0.05). PEIOX is a more actively managed with annual turnover of: 16.30 vs. VVIAX (9.00). PEIOX has a lower initial minimum investment than VVIAX: PEIOX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.52 vs. PEIOX (-0.99). VVIAX return over 5 years is better than : 74.27 vs. PEIOX (49.87).
| PEIOX | VVIAX | PEIOX / VVIAX | |
| Total Expense Ratio | 1.08 | 0.05 | 2,160% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 0.482 | -0.154 | -313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.37B | 184B | 5% |
| Annual Yield % from dividends | 1.15 | 2.34 | 49% |
| Returns for 1 year | -0.99 | 5.52 | -18% |
| Returns for 3 years | 9.05 | 20.90 | 43% |
| Returns for 5 years | 49.87 | 74.27 | 67% |
| Returns for 10 years | 65.53 | 98.21 | 67% |
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