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PESAX vs VIVIX
PESAX vs VIVIX Comparison
Open Charts PESAX vs VIVIX
Principal Large Cap Value III R1
Price$21.09
Change-$0.12 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.70
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
PESAX vs VIVIX Comparison Chart
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PESAX vs. VIVIX 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 VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. PESAX (3.87B). 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 : 25.54 vs. PESAX (23.43). VIVIX return over 5 years is better than : 50.79 vs. PESAX (22.29).
| 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 | 17.428 | 17.922 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87B | 184B | 2% |
| Annual Yield % from dividends | 0.64 | 2.37 | 27% |
| Returns for 1 year | 23.43 | 25.54 | 92% |
| Returns for 3 years | 0.16 | 21.57 | 1% |
| Returns for 5 years | 22.29 | 50.79 | 44% |
| Returns for 10 years | 41.88 | 110.50 | 38% |
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