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PEIQX vs VIVAX
PEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAX
Principal Equity Income R5
Price$42.91
Change+$0.05 (+0.12%)
VolumeN/A
Net Assets8.15B
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
PEIQX vs VIVAX Comparison Chart in %
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PEIQX vs. VIVAX commentary
Nov 20, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEIQX (8.15B). VIVAX pays higher dividends than PEIQX: VIVAX (1.98) vs PEIQX (1.35). 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 : 5.05 vs. PEIQX (-1.85). VIVAX return over 5 years is better than : 62.93 vs. PEIQX (34.98).
| 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 | 11.222 | 9.329 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.15B | 208B | 4% |
| Annual Yield % from dividends | 1.35 | 1.98 | 68% |
| Returns for 1 year | -1.85 | 5.05 | -37% |
| Returns for 3 years | 21.85 | 30.23 | 72% |
| Returns for 5 years | 34.98 | 62.93 | 56% |
| Returns for 10 years | 93.99 | 123.10 | 76% |
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