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PLVIX vs VVIAX
PLVIX vs VVIAX Comparison
Open Charts PLVIX vs VVIAX
Principal Large Cap Value III Inst
Price$19.81
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets3.48B
Vanguard Value Index Adm
Price$69.03
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
PLVIX vs VVIAX Comparison Chart in %
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PLVIX vs. VVIAX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PLVIX (3.48B). VVIAX pays higher dividends than PLVIX: VVIAX (2.18) vs PLVIX (1.29). PLVIX was incepted earlier than VVIAX: PLVIX (25 years) vs VVIAX (25 years). PLVIX (0.71) is less costly to investors than VVIAX (0.05). PLVIX is a more actively managed with annual turnover of: 41.10 vs. VVIAX (9.00). 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 : 5.40 vs. PLVIX (0.08). VVIAX return over 5 years is better than : 70.24 vs. PLVIX (40.30).
| PLVIX | VVIAX | PLVIX / VVIAX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.71 | 0.05 | 1,420% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 3.895 | 4.093 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 195B | 2% |
| Annual Yield % from dividends | 1.29 | 2.18 | 59% |
| Returns for 1 year | 0.08 | 5.40 | 1% |
| Returns for 3 years | 16.18 | 33.38 | 48% |
| Returns for 5 years | 40.30 | 70.24 | 57% |
| Returns for 10 years | 40.43 | 107.14 | 38% |
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