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PLVJX vs VIVIX
PLVJX vs VIVIX Comparison
Open Charts PLVJX vs VIVIX
Principal Large Cap Value III J
Price$18.65
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets3.58B
Vanguard Value Index I
Price$67.61
Change+$0.38 (+0.57%)
VolumeN/A
Net Assets195.24B
PLVJX vs VIVIX Comparison Chart
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PLVJX vs. VIVIX commentary
Apr 03, 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PLVJX (3.58B). VIVIX pays higher dividends than PLVJX: VIVIX (2.27) vs PLVJX (1.17). PLVJX was incepted earlier than VIVIX: PLVJX (24 years) vs VIVIX (27 years). PLVJX (1.09) is less costly to investors than VIVIX (0.04). PLVJX is a more actively managed with annual turnover of: 41.10 vs. VIVIX (10.00). 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 : 7.07 vs. PLVJX (-1.09). VIVIX return over 5 years is better than : 100.53 vs. PLVJX (65.61).
| PLVJX | VIVIX | PLVJX / VIVIX | |
| Total Expense Ratio | 1.02 | 0.04 | 2,550% |
| Annual Report Gross Expense Ratio | 1.09 | 0.04 | 2,725% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -0.323 | 1.846 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 195B | 2% |
| Annual Yield % from dividends | 1.17 | 2.27 | 51% |
| Returns for 1 year | -1.09 | 7.07 | -15% |
| Returns for 3 years | -1.38 | 16.40 | -8% |
| Returns for 5 years | 65.61 | 100.53 | 65% |
| Returns for 10 years | 33.47 | 107.06 | 31% |
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