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PLVIX vs VVIAX
PLVIX vs VVIAX Comparison
Open Charts PLVIX vs VVIAX
Principal Large Cap Value III Inst
Price$18.73
Change-$0.20 (-1.06%)
VolumeN/A
Net Assets3.59B
Vanguard Value Index Adm
Price$66.40
Change-$0.82 (-1.22%)
VolumeN/A
Net Assets195.24B
PLVIX vs VVIAX Comparison Chart
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PLVIX vs. VVIAX commentary
Mar 12, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PLVIX (3.59B). VVIAX pays higher dividends than PLVIX: VVIAX (2.19) vs PLVIX (1.29). PLVIX was incepted earlier than VVIAX: PLVIX (24 years) vs VVIAX (24 years). PLVIX (0.79) is less costly to investors than VVIAX (0.05). PLVIX is a more actively managed with annual turnover of: 41.10 vs. VVIAX (10.00). PLVIX has a lower initial minimum investment than VVIAX: PLVIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.65 vs. PLVIX (1.28). VVIAX return over 5 years is better than : 98.26 vs. PLVIX (63.82).
| PLVIX | VVIAX | PLVIX / VVIAX | |
| Total Expense Ratio | 0.72 | 0.05 | 1,440% |
| Annual Report Gross Expense Ratio | 0.79 | 0.05 | 1,580% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -0.368 | 1.787 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 195B | 2% |
| Annual Yield % from dividends | 1.29 | 2.19 | 59% |
| Returns for 1 year | 1.28 | 8.65 | 15% |
| Returns for 3 years | 5.00 | 21.83 | 23% |
| Returns for 5 years | 63.82 | 98.26 | 65% |
| Returns for 10 years | 40.00 | 107.22 | 37% |
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