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PEIQX vs VVIAX
PEIQX vs VVIAX Comparison
Open Charts PEIQX vs VVIAX
Principal Equity Income R5
Price$39.08
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets8.58B
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
PEIQX vs VVIAX Comparison Chart
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PEIQX vs. VVIAX commentary
May 23, 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: 184B vs. PEIQX (8.58B). VVIAX pays higher dividends than PEIQX: VVIAX (2.34) vs PEIQX (1.46). 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 : 4.72 vs. PEIQX (0.14). VVIAX return over 5 years is better than : 75.22 vs. PEIQX (55.49).
| 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 | 3.000 | 0.391 | 767% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.58B | 184B | 5% |
| Annual Yield % from dividends | 1.46 | 2.34 | 62% |
| Returns for 1 year | 0.14 | 4.72 | 3% |
| Returns for 3 years | 14.99 | 21.99 | 68% |
| Returns for 5 years | 55.49 | 75.22 | 74% |
| Returns for 10 years | 72.82 | 97.34 | 75% |
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