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PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$37.39
Change-$1.79 (-4.57%)
VolumeN/A
Net Assets8.4B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
PEIOX vs VVIAX Comparison Chart
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PEIOX vs. VVIAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PEIOX (8.4B). 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 : 7.67 vs. PEIOX (-0.25). VVIAX return over 5 years is better than : 101.69 vs. PEIOX (70.19).
| 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 | 1.231 | 2.421 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.4B | 195B | 4% |
| Annual Yield % from dividends | 1.12 | 2.26 | 50% |
| Returns for 1 year | -0.25 | 7.67 | -3% |
| Returns for 3 years | 2.76 | 17.36 | 16% |
| Returns for 5 years | 70.19 | 101.69 | 69% |
| Returns for 10 years | 67.57 | 106.86 | 63% |