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PEIQX vs VVIAX
PEIQX vs VVIAX Comparison
Open Charts PEIQX vs VVIAX
Principal Equity Income R5
Price$43.25
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets8.97B
Vanguard Value Index Adm
Price$73.08
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets207.8B
PEIQX vs VVIAX Comparison Chart in %
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PEIQX vs. VVIAX commentary
Oct 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. PEIQX (8.97B). VVIAX pays higher dividends than PEIQX: VVIAX (2.08) vs PEIQX (1.34). PEIQX was incepted earlier than VVIAX: PEIQX (16 years) vs VVIAX (25 years). PEIQX (0.77) is less costly to investors than VVIAX (0.05). PEIQX is a more actively managed with annual turnover of: 16.30 vs. VVIAX (9.00). PEIQX has a lower initial minimum investment than VVIAX: PEIQX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 7.50 vs. PEIQX (1.33). VVIAX return over 5 years is better than : 75.65 vs. PEIQX (45.46).
| PEIQX | VVIAX | PEIQX / VVIAX | |
| Total Expense Ratio | 0.77 | 0.05 | 1,540% |
| Annual Report Gross Expense Ratio | 0.77 | 0.05 | 1,540% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 12.182 | 10.852 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 208B | 4% |
| Annual Yield % from dividends | 1.34 | 2.08 | 64% |
| Returns for 1 year | 1.33 | 7.50 | 18% |
| Returns for 3 years | 37.50 | 49.23 | 76% |
| Returns for 5 years | 45.46 | 75.65 | 60% |
| Returns for 10 years | 100.21 | 133.14 | 75% |
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