Interact to see
Advertisement
Advertisement
PLVJX vs VIVIX
PLVJX vs VIVIX Comparison
Open Charts PLVJX vs VIVIX
Principal Large Cap Value III J
Price$19.97
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.52B
Vanguard Value Index I
Price$71.43
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets195.81B
PLVJX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLVJX vs. VIVIX commentary
Aug 29, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. PLVJX (3.52B). VIVIX pays higher dividends than PLVJX: VIVIX (2.19) vs PLVJX (1.12). PLVJX was incepted earlier than VIVIX: PLVJX (25 years) vs VIVIX (27 years). PLVJX (0.95) is less costly to investors than VIVIX (0.04). PLVJX is a more actively managed with annual turnover of: 41.10 vs. VIVIX (9.00). PLVJX has a lower initial minimum investment than VIVIX: PLVJX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.43 vs. PLVJX (1.87). VIVIX return over 5 years is better than : 69.14 vs. PLVJX (36.20).
| PLVJX | VIVIX | PLVJX / VIVIX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 7.370 | 8.215 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 196B | 2% |
| Annual Yield % from dividends | 1.12 | 2.19 | 51% |
| Returns for 1 year | 1.87 | 7.43 | 25% |
| Returns for 3 years | 13.53 | 33.50 | 40% |
| Returns for 5 years | 36.20 | 69.14 | 52% |
| Returns for 10 years | 50.90 | 131.53 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement