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PEUCX vs VIVAX
PEUCX vs VIVAX Comparison
Open Charts PEUCX vs VIVAX
Principal Equity Income C
Price$35.36
Change+$0.20 (+0.57%)
VolumeN/A
Net Assets7.75B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
PEUCX vs VIVAX Comparison Chart
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PEUCX vs. VIVAX commentary
Apr 18, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. PEUCX (7.75B). VIVAX pays higher dividends than PEUCX: VIVAX (2.14) vs PEUCX (0.63). PEUCX was incepted earlier than VIVAX: PEUCX (23 years) vs VIVAX (32 years). PEUCX (1.65) is less costly to investors than VIVAX (0.17). PEUCX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (10.00). 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 : 4.48 vs. PEUCX (-4.56). VIVAX return over 5 years is better than : 64.54 vs. PEUCX (35.48).
| PEUCX | VIVAX | PEUCX / VIVAX | |
| Total Expense Ratio | 1.65 | 0.17 | 971% |
| Annual Report Gross Expense Ratio | 1.65 | 0.17 | 971% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -6.380 | -4.652 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 191B | 4% |
| Annual Yield % from dividends | 0.63 | 2.14 | 30% |
| Returns for 1 year | -4.56 | 4.48 | -102% |
| Returns for 3 years | -5.16 | 9.28 | -56% |
| Returns for 5 years | 35.48 | 64.54 | 55% |
| Returns for 10 years | 44.84 | 90.29 | 50% |