Interact to see
Advertisement
Advertisement
PLVJX vs VIVAX
PLVJX vs VIVAX Comparison
Open Charts PLVJX vs VIVAX
Principal Large Cap Value III J
Price$20.14
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets3.36B
PLVJX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLVJX vs. VIVAX commentary
Oct 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 PLVJX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PLVJX (3.36B). VIVAX pays higher dividends than PLVJX: VIVAX (1.97) vs PLVJX (1.08). PLVJX was incepted earlier than VIVAX: PLVJX (25 years) vs VIVAX (33 years). PLVJX (0.95) is less costly to investors than VIVAX (0.17). PLVJX is a more actively managed with annual turnover of: 41.10 vs. VIVAX (9.00). PLVJX has a lower initial minimum investment than VIVAX: PLVJX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.92 vs. PLVJX (0.46). VIVAX return over 5 years is better than : 72.88 vs. PLVJX (36.07).
| PLVJX | VIVAX | PLVJX / VIVAX | |
| Total Expense Ratio | 0.93 | 0.17 | 547% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.176 | 10.602 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36B | 208B | 2% |
| Annual Yield % from dividends | 1.08 | 1.97 | 55% |
| Returns for 1 year | 0.46 | 7.92 | 6% |
| Returns for 3 years | 23.34 | 48.90 | 48% |
| Returns for 5 years | 36.07 | 72.88 | 49% |
| Returns for 10 years | 49.53 | 132.65 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers