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PEIQX vs VIVAX
PEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAX
Principal Equity Income R5
Price$43.25
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets8.97B
PEIQX vs VIVAX Comparison Chart in %
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PEIQX vs. VIVAX commentary
Oct 07, 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 PEIQX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEIQX (8.97B). VIVAX pays higher dividends than PEIQX: VIVAX (1.97) vs PEIQX (1.34). PEIQX was incepted earlier than VIVAX: PEIQX (16 years) vs VIVAX (33 years). PEIQX (0.77) is less costly to investors than VIVAX (0.17). PEIQX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (9.00). PEIQX has a lower initial minimum investment than VIVAX: PEIQX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.50 vs. PEIQX (1.33). VIVAX return over 5 years is better than : 75.61 vs. PEIQX (45.46).
| PEIQX | VIVAX | PEIQX / VIVAX | |
| Total Expense Ratio | 0.77 | 0.17 | 453% |
| Annual Report Gross Expense Ratio | 0.77 | 0.17 | 453% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 12.182 | 10.859 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 208B | 4% |
| Annual Yield % from dividends | 1.34 | 1.97 | 68% |
| Returns for 1 year | 1.33 | 7.50 | 18% |
| Returns for 3 years | 37.50 | 49.25 | 76% |
| Returns for 5 years | 45.46 | 75.61 | 60% |
| Returns for 10 years | 100.21 | 133.20 | 75% |
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