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PEIQX vs VIVAX
PEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAX
Principal Equity Income R5
Price$40.79
Change-$0.41 (-1.00%)
VolumeN/A
Net Assets8.71B
Vanguard Value Index I
Price$68.50
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
PEIQX vs VIVAX Comparison Chart in %
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PEIQX vs. VIVAX commentary
Aug 02, 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: 195B vs. PEIQX (8.71B). VIVAX pays higher dividends than PEIQX: VIVAX (2.06) vs PEIQX (1.29). PEIQX was incepted earlier than VIVAX: PEIQX (15 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 : 6.60 vs. PEIQX (1.28). VIVAX return over 5 years is better than : 71.83 vs. PEIQX (44.75).
| PEIQX | VIVAX | PEIQX / VIVAX | |
| Total Expense Ratio | 0.77 | 0.17 | 453% |
| Annual Report Gross Expense Ratio | 0.77 | 0.17 | 453% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 6.439 | 4.634 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.71B | 195B | 4% |
| Annual Yield % from dividends | 1.29 | 2.06 | 62% |
| Returns for 1 year | 1.28 | 6.60 | 19% |
| Returns for 3 years | 17.54 | 29.52 | 59% |
| Returns for 5 years | 44.75 | 71.83 | 62% |
| Returns for 10 years | 83.98 | 112.08 | 75% |
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