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PLVJX vs VIVIX
PLVJX vs VIVIX Comparison
Open Charts PLVJX vs VIVIX
Principal Large Cap Value III J
Price$20.56
Change-$0.15 (-0.72%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.60
Change-$0.42 (-0.62%)
VolumeN/A
CapitalizationN/A
PLVJX vs VIVIX Comparison Chart
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PLVJX vs. VIVIX commentary
Dec 18, 2024
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 Sell and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PLVJX (3.81B). VIVIX pays higher dividends than PLVJX: VIVIX (2.37) vs PLVJX (1.19). PLVJX was incepted earlier than VIVIX: PLVJX (24 years) vs VIVIX (26 years). PLVJX is a more actively managed with annual turnover of: 44.90 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 : 16.43 vs. PLVJX (15.62). VIVIX return over 5 years is better than : 44.60 vs. PLVJX (27.68).
| PLVJX | VIVIX | PLVJX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 16.553 | 16.034 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 195B | 2% |
| Annual Yield % from dividends | 1.19 | 2.37 | 50% |
| Returns for 1 year | 15.62 | 16.43 | 95% |
| Returns for 3 years | 2.76 | 20.48 | 13% |
| Returns for 5 years | 27.68 | 44.60 | 62% |
| Returns for 10 years | 46.16 | 104.87 | 44% |
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