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PEIQX vs VVIAX
PEIQX vs VVIAX Comparison
Open Charts PEIQX vs VVIAX
Principal Equity Income R5
Price$41.23
Change+$0.33 (+0.81%)
VolumeN/A
Net Assets9.01B
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
PEIQX vs VVIAX Comparison Chart
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PEIQX vs. VVIAX commentary
Jan 31, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEIQX (9.01B). VVIAX pays higher dividends than PEIQX: VVIAX (2.36) vs PEIQX (1.85). PEIQX was incepted earlier than VVIAX: PEIQX (15 years) vs VVIAX (24 years). PEIQX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (10.00). 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 : 16.69 vs. PEIQX (10.29). VVIAX return over 5 years is better than : 50.85 vs. PEIQX (31.48).
| PEIQX | VVIAX | PEIQX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 4.872 | 3.907 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 184B | 5% |
| Annual Yield % from dividends | 1.85 | 2.36 | 78% |
| Returns for 1 year | 10.29 | 16.69 | 62% |
| Returns for 3 years | 5.86 | 21.04 | 28% |
| Returns for 5 years | 31.48 | 50.85 | 62% |
| Returns for 10 years | 83.94 | 114.24 | 73% |
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