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PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$40.44
Change-$0.43 (-1.05%)
VolumeN/A
Net Assets8.81B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
PEIOX vs VVIAX Comparison Chart
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PEIOX vs. VVIAX commentary
Feb 23, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. PEIOX (8.81B). 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 : 14.79 vs. PEIOX (6.33). VVIAX return over 5 years is better than : 48.95 vs. PEIOX (26.37).
| 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 | 4.146 | 5.391 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.81B | 193B | 5% |
| Annual Yield % from dividends | 1.57 | 2.36 | 67% |
| Returns for 1 year | 6.33 | 14.79 | 43% |
| Returns for 3 years | 8.81 | 25.40 | 35% |
| Returns for 5 years | 26.37 | 48.95 | 54% |
| Returns for 10 years | 70.34 | 107.97 | 65% |
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