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PEUCX vs VVIAX
PEUCX vs VVIAX Comparison
Open Charts PEUCX vs VVIAX
Principal Equity Income C
Price$42.83
Change-$0.23 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
PEUCX vs VVIAX Comparison Chart
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PEUCX vs. VVIAX 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PEUCX (9.25B). VVIAX pays higher dividends than PEUCX: VVIAX (2.36) vs PEUCX (1.09). PEUCX was incepted earlier than VVIAX: PEUCX (23 years) vs VVIAX (24 years). PEUCX is a more actively managed with annual turnover of: 13.30 vs. VVIAX (10.00). PEUCX has a lower initial minimum investment than VVIAX: PEUCX (1000) vs VVIAX (3000). PEUCX annual gain was more profitable for investors over the last year : 27.07 vs. VVIAX (25.54). VVIAX return over 5 years is better than : 50.78 vs. PEUCX (34.23).
| PEUCX | VVIAX | PEUCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 18.530 | 17.922 | 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 | 2.36 | 46% |
| Returns for 1 year | 27.07 | 25.54 | 106% |
| Returns for 3 years | 6.03 | 21.55 | 28% |
| Returns for 5 years | 34.23 | 50.78 | 67% |
| Returns for 10 years | 79.86 | 110.49 | 72% |