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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
Jul 25, 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: 254B vs. PEQIX (801M). PEQIX (1.84) and VIVAX (1.75) 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 : 22.34 vs. PEQIX (8.72). VIVAX return over 5 years is better than : 59.63 vs. PEQIX (-27.05).
| 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 | 11.634 | 15.121 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 801M | 254B | 0% |
| Annual Yield % from dividends | 1.84 | 1.75 | 105% |
| Returns for 1 year | 8.72 | 22.34 | 39% |
| Returns for 3 years | -18.11 | 49.94 | -36% |
| Returns for 5 years | -27.05 | 59.63 | -45% |
| Returns for 10 years | -4.98 | 151.68 | -3% |
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