Interact to see
Advertisement
Advertisement
PLVIX vs VIVAX
PLVIX vs VIVAX Comparison
Open Charts PLVIX vs VIVAX
Principal Large Cap Value III Inst
Price$20.45
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.52B
Vanguard Value Index I
Price$71.45
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
PLVIX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLVIX vs. VIVAX commentary
Aug 30, 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 PLVIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. PLVIX (3.52B). VIVAX pays higher dividends than PLVIX: VIVAX (2.06) vs PLVIX (1.29). PLVIX was incepted earlier than VIVAX: PLVIX (25 years) vs VIVAX (33 years). PLVIX (0.71) is less costly to investors than VIVAX (0.17). PLVIX is a more actively managed with annual turnover of: 41.10 vs. VIVAX (9.00). PLVIX has a lower initial minimum investment than VIVAX: PLVIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.44 vs. PLVIX (2.29). VIVAX return over 5 years is better than : 69.16 vs. PLVIX (38.39).
| PLVIX | VIVAX | PLVIX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.71 | 0.17 | 418% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 7.579 | 8.193 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 196B | 2% |
| Annual Yield % from dividends | 1.29 | 2.06 | 62% |
| Returns for 1 year | 2.29 | 7.44 | 31% |
| Returns for 3 years | 14.54 | 33.52 | 43% |
| Returns for 5 years | 38.39 | 69.16 | 56% |
| Returns for 10 years | 56.57 | 131.56 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement