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PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$42.82
Change-$0.24 (-0.56%)
VolumeN/A
Net Assets8.97B
Vanguard Value Index Adm
Price$72.98
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets207.8B
PEIOX vs VVIAX Comparison Chart in %
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PEIOX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. PEIOX (8.97B). VVIAX pays higher dividends than PEIOX: VVIAX (2.08) vs PEIOX (1.07). PEIOX was incepted earlier than VVIAX: PEIOX (16 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 : 8.20 vs. PEIOX (1.58). VVIAX return over 5 years is better than : 73.45 vs. PEIOX (41.76).
| 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 | 16 years | 25 years | - |
| Gain YTD | 11.982 | 10.746 | 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 | 2.08 | 51% |
| Returns for 1 year | 1.58 | 8.20 | 19% |
| Returns for 3 years | 36.32 | 49.09 | 74% |
| Returns for 5 years | 41.76 | 73.45 | 57% |
| Returns for 10 years | 94.49 | 132.91 | 71% |
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