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PLVIX vs VIVAX
PLVIX vs VIVAX Comparison
Open Charts PLVIX vs VIVAX
Principal Large Cap Value III Inst
Price$19.68
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.44B
Vanguard Value Index I
Price$69.00
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
PLVIX vs VIVAX Comparison Chart in %
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PLVIX vs. VIVAX commentary
Aug 09, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. PLVIX (3.44B). 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 : 10.52 vs. PLVIX (4.41). VIVAX return over 5 years is better than : 67.38 vs. PLVIX (36.63).
| 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 | 3.632 | 4.604 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 196B | 2% |
| Annual Yield % from dividends | 1.29 | 2.06 | 62% |
| Returns for 1 year | 4.41 | 10.52 | 42% |
| Returns for 3 years | 9.68 | 28.85 | 34% |
| Returns for 5 years | 36.63 | 67.38 | 54% |
| Returns for 10 years | 41.11 | 109.96 | 37% |