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PESAX vs VIVAX
PESAX vs VIVAX Comparison
Open Charts PESAX vs VIVAX
Principal Large Cap Value III R1
Price$21.09
Change-$0.12 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
PESAX vs VIVAX Comparison Chart
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PESAX vs. VIVAX commentary
Nov 18, 2024
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 PESAX is a StrongSell and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PESAX (3.87B). VIVAX pays higher dividends than PESAX: VIVAX (2.25) vs PESAX (0.64). PESAX was incepted earlier than VIVAX: PESAX (20 years) vs VIVAX (32 years). PESAX is a more actively managed with annual turnover of: 44.90 vs. VIVAX (10.00). PESAX has a lower initial minimum investment than VIVAX: PESAX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 25.55 vs. PESAX (23.43). VIVAX return over 5 years is better than : 50.81 vs. PESAX (22.29).
| PESAX | VIVAX | PESAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 17.428 | 17.912 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87B | 184B | 2% |
| Annual Yield % from dividends | 0.64 | 2.25 | 28% |
| Returns for 1 year | 23.43 | 25.55 | 92% |
| Returns for 3 years | 0.16 | 21.58 | 1% |
| Returns for 5 years | 22.29 | 50.81 | 44% |
| Returns for 10 years | 41.88 | 110.46 | 38% |
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