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PESAX vs VIVIX
PESAX vs VIVIX Comparison
Open Charts PESAX vs VIVIX
Principal Large Cap Value III R1
Price$19.71
Change-$0.23 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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PESAX vs VIVIX Comparison Chart
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PESAX vs. VIVIX commentary
Sep 08, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. PESAX (3.68B). VIVIX pays higher dividends than PESAX: VIVIX (2.37) vs PESAX (0.64). PESAX was incepted earlier than VIVIX: PESAX (20 years) vs VIVIX (26 years). PESAX is a more actively managed with annual turnover of: 44.90 vs. VIVIX (10.00). PESAX has a lower initial minimum investment than VIVIX: PESAX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 19.30 vs. PESAX (15.55). VIVIX return over 5 years is better than : 53.51 vs. PESAX (21.95).
| PESAX | VIVIX | PESAX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 11.025 | 13.506 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 183B | 2% |
| Annual Yield % from dividends | 0.64 | 2.37 | 27% |
| Returns for 1 year | 15.55 | 19.30 | 81% |
| Returns for 3 years | -1.55 | 19.68 | -8% |
| Returns for 5 years | 21.95 | 53.51 | 41% |
| Returns for 10 years | 36.89 | 107.57 | 34% |
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