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PEUCX vs VIVAX
PEUCX vs VIVAX Comparison
Open Charts PEUCX vs VIVAX
Principal Equity Income C
Price$42.83
Change-$0.23 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
PEUCX vs VIVAX Comparison Chart
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PEUCX 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 PEUCX is a Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEUCX (9.25B). VIVAX pays higher dividends than PEUCX: VIVAX (2.25) vs PEUCX (1.09). PEUCX was incepted earlier than VIVAX: PEUCX (23 years) vs VIVAX (32 years). PEUCX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (10.00). PEUCX has a lower initial minimum investment than VIVAX: PEUCX (1000) vs VIVAX (3000). PEUCX annual gain was more profitable for investors over the last year : 27.07 vs. VIVAX (25.55). VIVAX return over 5 years is better than : 50.81 vs. PEUCX (34.23).
| PEUCX | VIVAX | PEUCX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 18.530 | 17.912 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.25B | 184B | 5% |
| Annual Yield % from dividends | 1.09 | 2.25 | 49% |
| Returns for 1 year | 27.07 | 25.55 | 106% |
| Returns for 3 years | 6.03 | 21.58 | 28% |
| Returns for 5 years | 34.23 | 50.81 | 67% |
| Returns for 10 years | 79.86 | 110.46 | 72% |
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