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PLVIX vs VVIAX
PLVIX vs VVIAX Comparison
Open Charts PLVIX vs VVIAX
Principal Large Cap Value III Inst
Price$17.81
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets3.35B
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
PLVIX vs VVIAX Comparison Chart
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PLVIX vs. VVIAX commentary
Apr 19, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. PLVIX (3.35B). VVIAX pays higher dividends than PLVIX: VVIAX (2.26) vs PLVIX (1.34). 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 : 4.76 vs. PLVIX (-2.76). VVIAX return over 5 years is better than : 64.97 vs. PLVIX (37.78).
| 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 | -6.263 | -4.410 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 191B | 2% |
| Annual Yield % from dividends | 1.34 | 2.26 | 59% |
| Returns for 1 year | -2.76 | 4.76 | -58% |
| Returns for 3 years | -5.10 | 9.55 | -53% |
| Returns for 5 years | 37.78 | 64.97 | 58% |
| Returns for 10 years | 28.12 | 90.73 | 31% |
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