PLVJX
Price
$20.56
Change
-$0.15 (-0.72%)
Updated
Dec 17 closing price
VIVIX
Price
$67.60
Change
-$0.42 (-0.62%)
Updated
Dec 17 closing price
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PLVJX vs VIVIX

Header iconPLVJX vs VIVIX Comparison
Open Charts PLVJX vs VIVIXBanner chart's image
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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VS
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).
PLVJXVIVIXPLVJX / VIVIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years26 years-
Gain YTD16.55316.034103%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.81B195B2%
Annual Yield % from dividends1.192.3750%
Returns for 1 year15.6216.4395%
Returns for 3 years2.7620.4813%
Returns for 5 years27.6844.6062%
Returns for 10 years46.16104.8744%
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