Ad is loading...
PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$39.15
Change+$0.17 (+0.44%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.27
Change-$0.17 (-0.26%)
VolumeN/A
CapitalizationN/A
PEIOX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEIOX vs. VVIAX commentary
Dec 25, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PEIOX (8.74B). VVIAX pays higher dividends than PEIOX: VVIAX (2.36) vs PEIOX (1.57). PEIOX was incepted earlier than VVIAX: PEIOX (15 years) vs VVIAX (24 years). PEIOX is a more actively managed with annual turnover of: 13.30 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 : 15.12 vs. PEIOX (6.46). VVIAX return over 5 years is better than : 42.91 vs. PEIOX (21.95).
| PEIOX | VVIAX | PEIOX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 5.692 | 14.406 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 195B | 4% |
| Annual Yield % from dividends | 1.57 | 2.36 | 67% |
| Returns for 1 year | 6.46 | 15.12 | 43% |
| Returns for 3 years | -0.53 | 17.95 | -3% |
| Returns for 5 years | 21.95 | 42.91 | 51% |
| Returns for 10 years | 66.50 | 99.94 | 67% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers