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PEIPX vs VVIAX
PEIPX vs VVIAX Comparison
Open Charts PEIPX vs VVIAX
Principal Equity Income R4
Price$44.22
Change-$0.24 (-0.54%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
PEIPX vs VVIAX Comparison Chart
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PEIPX vs. VVIAX commentary
Nov 18, 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 PEIPX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEIPX (9.25B). VVIAX pays higher dividends than PEIPX: VVIAX (2.36) vs PEIPX (1.74). PEIPX was incepted earlier than VVIAX: PEIPX (15 years) vs VVIAX (24 years). PEIPX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (10.00). PEIPX has a lower initial minimum investment than VVIAX: PEIPX (0) vs VVIAX (3000). PEIPX annual gain was more profitable for investors over the last year : 28.02 vs. VVIAX (25.54). VVIAX return over 5 years is better than : 50.78 vs. PEIPX (38.68).
| PEIPX | VVIAX | PEIPX / 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 | 19.262 | 17.922 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.25B | 184B | 5% |
| Annual Yield % from dividends | 1.74 | 2.36 | 74% |
| Returns for 1 year | 28.02 | 25.54 | 110% |
| Returns for 3 years | 7.87 | 21.55 | 37% |
| Returns for 5 years | 38.68 | 50.78 | 76% |
| Returns for 10 years | 93.49 | 110.49 | 85% |