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PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$45.08
Change+$0.28 (+0.62%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
PEIOX vs VVIAX Comparison Chart
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PEIOX vs. VVIAX commentary
Nov 23, 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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEIOX (9.38B). 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). PEIOX annual gain was more profitable for investors over the last year : 28.76 vs. VVIAX (27.07). VVIAX return over 5 years is better than : 54.28 vs. PEIOX (40.25).
| 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 | 20.945 | 20.599 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.38B | 184B | 5% |
| Annual Yield % from dividends | 1.57 | 2.36 | 67% |
| Returns for 1 year | 28.76 | 27.07 | 106% |
| Returns for 3 years | 9.71 | 24.71 | 39% |
| Returns for 5 years | 40.25 | 54.28 | 74% |
| Returns for 10 years | 91.59 | 114.16 | 80% |