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PEUCX vs VIVIX
PEUCX vs VIVIX Comparison
Open Charts PEUCX vs VIVIX
Principal Equity Income C
Price$37.85
Change-$0.66 (-1.71%)
VolumeN/A
Net Assets8.56B
Vanguard Value Index I
Price$67.22
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
PEUCX vs VIVIX Comparison Chart
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PEUCX vs. VIVIX commentary
Mar 11, 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PEUCX (8.56B). VIVIX pays higher dividends than PEUCX: VIVIX (2.20) vs PEUCX (0.67). PEUCX was incepted earlier than VIVIX: PEUCX (23 years) vs VIVIX (27 years). PEUCX (1.65) is less costly to investors than VIVIX (0.04). PEUCX is a more actively managed with annual turnover of: 16.30 vs. VIVIX (10.00). PEUCX has a lower initial minimum investment than VIVIX: PEUCX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 10.22 vs. PEUCX (1.99). VIVIX return over 5 years is better than : 64.64 vs. PEUCX (37.47).
| PEUCX | VIVIX | PEUCX / VIVIX | |
| Total Expense Ratio | 1.65 | 0.04 | 4,125% |
| Annual Report Gross Expense Ratio | 1.65 | 0.04 | 4,125% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 2.339 | 3.074 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 195B | 4% |
| Annual Yield % from dividends | 0.67 | 2.20 | 31% |
| Returns for 1 year | 1.99 | 10.22 | 20% |
| Returns for 3 years | 9.08 | 24.25 | 37% |
| Returns for 5 years | 37.47 | 64.64 | 58% |
| Returns for 10 years | 64.44 | 111.18 | 58% |