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PEIQX vs VIVIX
PEIQX vs VIVIX Comparison
Open Charts PEIQX vs VIVIX
Principal Equity Income R5
Price$40.79
Change-$0.41 (-1.00%)
VolumeN/A
Net Assets8.71B
Vanguard Value Index I
Price$68.48
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
PEIQX vs VIVIX Comparison Chart in %
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PEIQX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PEIQX (8.71B). VIVIX pays higher dividends than PEIQX: VIVIX (2.19) vs PEIQX (1.29). PEIQX was incepted earlier than VIVIX: PEIQX (15 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 : 6.61 vs. PEIQX (1.28). VIVIX return over 5 years is better than : 71.85 vs. PEIQX (44.75).
| 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 | 15 years | 27 years | - |
| Gain YTD | 6.439 | 4.654 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.71B | 195B | 4% |
| Annual Yield % from dividends | 1.29 | 2.19 | 59% |
| Returns for 1 year | 1.28 | 6.61 | 19% |
| Returns for 3 years | 17.54 | 29.52 | 59% |
| Returns for 5 years | 44.75 | 71.85 | 62% |
| Returns for 10 years | 83.98 | 112.05 | 75% |
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