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PEQIX vs VIVAX
PEQIX vs VIVAX Comparison
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PEQIX vs VIVAX Comparison Chart in %
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PEQIX vs. VIVAX commentary
Sep 21, 2026
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 PEQIX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 262B vs. PEQIX (808M). PEQIX (1.72) and VIVAX (1.70) have matching dividends . PEQIX was incepted earlier than VIVAX: PEQIX (36 years) vs VIVAX (34 years). PEQIX (1.01) is less costly to investors than VIVAX (0.17). PEQIX is a more actively managed with annual turnover of: 49.00 vs. VIVAX (8.00). VIVAX has a lower initial minimum investment than PEQIX: VIVAX (0) vs PEQIX (2500). VIVAX annual gain was more profitable for investors over the last year : 19.18 vs. PEQIX (9.36). VIVAX return over 5 years is better than : 60.79 vs. PEQIX (-26.25).
| PEQIX | VIVAX | PEQIX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 36 years | 34 years | - |
| Gain YTD | 12.910 | 15.846 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 262B | 0% |
| Annual Yield % from dividends | 1.72 | 1.70 | 101% |
| Returns for 1 year | 9.36 | 19.18 | 49% |
| Returns for 3 years | -13.97 | 54.85 | -25% |
| Returns for 5 years | -26.25 | 60.79 | -43% |
| Returns for 10 years | -2.71 | 158.94 | -2% |
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