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PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$36.88
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets7.9B
Vanguard Value Index Adm
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
PEIOX vs VVIAX Comparison Chart
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PEIOX vs. VVIAX commentary
Apr 24, 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: 191B vs. PEIOX (7.9B). VVIAX pays higher dividends than PEIOX: VVIAX (2.26) vs PEIOX (1.12). PEIOX was incepted earlier than VVIAX: PEIOX (15 years) vs VVIAX (24 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 (10.00). 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 : 2.69 vs. PEIOX (-5.23). VVIAX return over 5 years is better than : 68.73 vs. PEIOX (42.74).
| 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 | 24 years | - |
| Gain YTD | -5.590 | -4.092 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 191B | 4% |
| Annual Yield % from dividends | 1.12 | 2.26 | 50% |
| Returns for 1 year | -5.23 | 2.69 | -195% |
| Returns for 3 years | -1.08 | 11.95 | -9% |
| Returns for 5 years | 42.74 | 68.73 | 62% |
| Returns for 10 years | 53.87 | 90.34 | 60% |
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