PEQIX
Price
$26.57
Change
+$0.17 (+0.64%)
Updated
Jun 22 closing price
Net Assets
793.56M
VIVIX
Price
$85.29
Change
+$0.82 (+0.97%)
Updated
Jun 22 closing price
Net Assets
245.01B
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PEQIX vs VIVIX

PEQIX vs VIVIX Comparison Chart in %
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VS
PEQIX vs. VIVIX commentary
Jun 24, 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 Buy and VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 245B vs. PEQIX (794M). VIVIX pays higher dividends than PEQIX: VIVIX (1.87) vs PEQIX (1.74). PEQIX was incepted earlier than VIVIX: PEQIX (36 years) vs VIVIX (28 years). PEQIX (1.01) is less costly to investors than VIVIX (0.03). PEQIX is a more actively managed with annual turnover of: 49.00 vs. VIVIX (8.00). PEQIX has a lower initial minimum investment than VIVIX: PEQIX (2500) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 25.33 vs. PEQIX (10.61). VIVIX return over 5 years is better than : 60.17 vs. PEQIX (-28.37).
PEQIXVIVIXPEQIX / VIVIX
Total Expense Ratio1.000.033,333%
Annual Report Gross Expense Ratio1.010.033,367%
Fund Existence36 years28 years-
Gain YTD8.67114.46860%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets794M245B0%
Annual Yield % from dividends1.741.8793%
Returns for 1 year10.6125.3342%
Returns for 3 years-15.7657.96-27%
Returns for 5 years-28.3760.17-47%
Returns for 10 years-2.75166.35-2%
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