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PEIQX vs VIVAX
PEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAX
Principal Equity Income R5
Price$38.53
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets8.28B
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
PEIQX vs VIVAX Comparison Chart
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PEIQX vs. VIVAX commentary
May 11, 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: 184B vs. PEIQX (8.28B). VIVAX pays higher dividends than PEIQX: VIVAX (2.22) vs PEIQX (1.46). 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 : 4.58 vs. PEIQX (-2.36). VIVAX return over 5 years is better than : 72.65 vs. PEIQX (48.98).
| PEIQX | VIVAX | PEIQX / VIVAX | |
| Total Expense Ratio | 0.77 | 0.17 | 453% |
| Annual Report Gross Expense Ratio | 0.77 | 0.17 | 453% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | -0.810 | -0.685 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.28B | 184B | 4% |
| Annual Yield % from dividends | 1.46 | 2.22 | 66% |
| Returns for 1 year | -2.36 | 4.58 | -52% |
| Returns for 3 years | 10.31 | 21.42 | 48% |
| Returns for 5 years | 48.98 | 72.65 | 67% |
| Returns for 10 years | 68.40 | 97.37 | 70% |
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