Interact to see
Advertisement
Advertisement
PEUCX vs VIVAX
PEUCX vs VIVAX Comparison
Open Charts PEUCX vs VIVAX
Principal Equity Income C
Price$39.80
Change+$0.12 (+0.30%)
VolumeN/A
Net Assets8.68B
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
PEUCX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEUCX vs. VIVAX commentary
Aug 08, 2025
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 PEUCX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. PEUCX (8.68B). VIVAX pays higher dividends than PEUCX: VIVAX (2.06) vs PEUCX (0.55). PEUCX was incepted earlier than VIVAX: PEUCX (23 years) vs VIVAX (33 years). PEUCX (1.62) is less costly to investors than VIVAX (0.17). PEUCX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (9.00). PEUCX has a lower initial minimum investment than VIVAX: PEUCX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.52 vs. PEUCX (3.38). VIVAX return over 5 years is better than : 67.38 vs. PEUCX (35.92).
| PEUCX | VIVAX | PEUCX / VIVAX | |
| Total Expense Ratio | 1.62 | 0.17 | 953% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 5.821 | 4.604 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 196B | 4% |
| Annual Yield % from dividends | 0.55 | 2.06 | 27% |
| Returns for 1 year | 3.38 | 10.52 | 32% |
| Returns for 3 years | 13.23 | 28.85 | 46% |
| Returns for 5 years | 35.92 | 67.38 | 53% |
| Returns for 10 years | 66.90 | 109.96 | 61% |