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PEIQX vs VVIAX
PEIQX vs VVIAX Comparison
Open Charts PEIQX vs VVIAX
Principal Equity Income R5
Price$39.85
Change-$0.47 (-1.17%)
VolumeN/A
Net Assets8.5B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
PEIQX vs VVIAX Comparison Chart
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PEIQX vs. VVIAX commentary
Jun 15, 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: 189B vs. PEIQX (8.5B). VVIAX pays higher dividends than PEIQX: VVIAX (2.28) vs PEIQX (1.40). PEIQX was incepted earlier than VVIAX: PEIQX (15 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 : 8.01 vs. PEIQX (1.21). VVIAX return over 5 years is better than : 72.56 vs. PEIQX (47.62).
| 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 | 15 years | 25 years | - |
| Gain YTD | 2.589 | 2.436 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 189B | 4% |
| Annual Yield % from dividends | 1.40 | 2.28 | 61% |
| Returns for 1 year | 1.21 | 8.01 | 15% |
| Returns for 3 years | 19.48 | 32.19 | 61% |
| Returns for 5 years | 47.62 | 72.56 | 66% |
| Returns for 10 years | 74.95 | 103.54 | 72% |
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