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PEIQX vs VVIAX
PEIQX vs VVIAX Comparison
Open Charts PEIQX vs VVIAX
Principal Equity Income R5
Price$38.77
Change-$0.52 (-1.32%)
VolumeN/A
Net Assets8.41B
Vanguard Value Index Adm
Price$66.40
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
PEIQX vs VVIAX Comparison Chart
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PEIQX vs. VVIAX commentary
Mar 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PEIQX (8.41B). VVIAX pays higher dividends than PEIQX: VVIAX (2.19) vs PEIQX (1.42). PEIQX was incepted earlier than VVIAX: PEIQX (15 years) vs VVIAX (24 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 (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 : 8.65 vs. PEIQX (3.41). VVIAX return over 5 years is better than : 98.26 vs. PEIQX (56.38).
| 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 | 24 years | - |
| Gain YTD | 2.487 | 1.787 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.41B | 195B | 4% |
| Annual Yield % from dividends | 1.42 | 2.19 | 65% |
| Returns for 1 year | 3.41 | 8.65 | 39% |
| Returns for 3 years | 10.46 | 21.83 | 48% |
| Returns for 5 years | 56.38 | 98.26 | 57% |
| Returns for 10 years | 78.20 | 107.22 | 73% |
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