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PEUCX vs VIVAX
PEUCX vs VIVAX Comparison
Open Charts PEUCX vs VIVAX
Principal Equity Income C
Price$39.75
Change+$0.31 (+0.79%)
VolumeN/A
Net Assets9.01B
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
PEUCX vs VIVAX Comparison Chart
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PEUCX vs. VIVAX commentary
Jan 31, 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 StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. PEUCX (9.01B). 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). VIVAX annual gain was more profitable for investors over the last year : 16.70 vs. PEUCX (9.01). VIVAX return over 5 years is better than : 50.84 vs. PEUCX (26.30).
| 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 | 4.810 | 3.906 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.01B | 184B | 5% |
| Annual Yield % from dividends | 1.09 | 2.25 | 49% |
| Returns for 1 year | 9.01 | 16.70 | 54% |
| Returns for 3 years | 3.55 | 21.04 | 17% |
| Returns for 5 years | 26.30 | 50.84 | 52% |
| Returns for 10 years | 68.55 | 114.28 | 60% |