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PEQIX vs VVIAX
PEQIX vs VVIAX Comparison
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PEQIX vs VVIAX Comparison Chart in %
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PEQIX vs. VVIAX 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 245B vs. PEQIX (794M). VVIAX pays higher dividends than PEQIX: VVIAX (1.87) vs PEQIX (1.74). PEQIX was incepted earlier than VVIAX: PEQIX (36 years) vs VVIAX (26 years). PEQIX (1.01) is less costly to investors than VVIAX (0.05). PEQIX is a more actively managed with annual turnover of: 49.00 vs. VVIAX (8.00). PEQIX has a lower initial minimum investment than VVIAX: PEQIX (2500) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 25.32 vs. PEQIX (10.61). VVIAX return over 5 years is better than : 60.14 vs. PEQIX (-28.37).
| PEQIX | VVIAX | PEQIX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 36 years | 26 years | - |
| Gain YTD | 8.671 | 14.468 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 245B | 0% |
| Annual Yield % from dividends | 1.74 | 1.87 | 94% |
| Returns for 1 year | 10.61 | 25.32 | 42% |
| Returns for 3 years | -15.76 | 57.96 | -27% |
| Returns for 5 years | -28.37 | 60.14 | -47% |
| Returns for 10 years | -2.75 | 166.35 | -2% |
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