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PEIQX vs VIVIX
PEIQX vs VIVIX Comparison
Open Charts PEIQX vs VIVIX
Principal Equity Income R5
Price$42.86
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets8.16B
Vanguard Value Index I
Price$72.03
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets207.95B
PEIQX vs VIVIX Comparison Chart in %
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PEIQX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. PEIQX (8.16B). VIVIX pays higher dividends than PEIQX: VIVIX (2.10) vs PEIQX (1.35). PEIQX was incepted earlier than VIVIX: PEIQX (16 years) vs VIVIX (27 years). PEIQX (0.77) is less costly to investors than VIVIX (0.04). PEIQX is a more actively managed with annual turnover of: 16.30 vs. VIVIX (9.00). PEIQX has a lower initial minimum investment than VIVIX: PEIQX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.75 vs. PEIQX (-2.16). VIVIX return over 5 years is better than : 62.26 vs. PEIQX (34.52).
| PEIQX | VIVIX | PEIQX / VIVIX | |
| Total Expense Ratio | 0.77 | 0.04 | 1,925% |
| Annual Report Gross Expense Ratio | 0.77 | 0.04 | 1,925% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 11.274 | 9.429 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.16B | 208B | 4% |
| Annual Yield % from dividends | 1.35 | 2.10 | 64% |
| Returns for 1 year | -2.16 | 4.75 | -45% |
| Returns for 3 years | 21.91 | 30.34 | 72% |
| Returns for 5 years | 34.52 | 62.26 | 55% |
| Returns for 10 years | 94.08 | 123.23 | 76% |
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