PEQIX
Price
$28.45
Change
+$0.05 (+0.18%)
Updated
Aug 13 closing price
Net Assets
825.55M
VVIAX
Price
$88.56
Change
+$0.30 (+0.34%)
Updated
Aug 13 closing price
Net Assets
256.41B
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PEQIX vs VVIAX

PEQIX vs VVIAX Comparison Chart in %
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PEQIX vs. VVIAX commentary
Aug 14, 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 VVIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 256B vs. PEQIX (826M). VVIAX (1.85) and PEQIX (1.77) have matching dividends . 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 : 25.22 vs. PEQIX (14.16). VVIAX return over 5 years is better than : 59.62 vs. PEQIX (-26.34).
PEQIXVVIAXPEQIX / VVIAX
Total Expense Ratio1.000.052,000%
Annual Report Gross Expense Ratio1.010.052,020%
Fund Existence36 years26 years-
Gain YTD16.90318.45492%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets826M256B0%
Annual Yield % from dividends1.771.8596%
Returns for 1 year14.1625.2256%
Returns for 3 years-12.6856.02-23%
Returns for 5 years-26.3459.62-44%
Returns for 10 years-0.82157.51-1%
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