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PEIQX vs VIVAX
PEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAX
Principal Equity Income R5
Price$43.20
Change-$0.12 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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PEIQX vs VIVAX Comparison Chart
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PEIQX vs. VIVAX commentary
Sep 21, 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 PEIQX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. PEIQX (9.36B). VIVAX pays higher dividends than PEIQX: VIVAX (2.25) vs PEIQX (1.85). PEIQX was incepted earlier than VIVAX: PEIQX (15 years) vs VIVAX (32 years). PEIQX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (10.00). PEIQX has a lower initial minimum investment than VIVAX: PEIQX (0) vs VIVAX (3000). PEIQX annual gain was more profitable for investors over the last year : 26.39 vs. VIVAX (23.98). VIVAX return over 5 years is better than : 55.44 vs. PEIQX (40.14).
| PEIQX | VIVAX | PEIQX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 16.451 | 16.261 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 183B | 5% |
| Annual Yield % from dividends | 1.85 | 2.25 | 82% |
| Returns for 1 year | 26.39 | 23.98 | 110% |
| Returns for 3 years | 13.96 | 28.28 | 49% |
| Returns for 5 years | 40.14 | 55.44 | 72% |
| Returns for 10 years | 98.66 | 113.95 | 87% |