Interact to see
Advertisement
Advertisement
PLVJX vs VIVIX
PLVJX vs VIVIX Comparison
Open Charts PLVJX vs VIVIX
Principal Large Cap Value III J
Price$18.71
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets3.47B
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
PLVJX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLVJX vs. VIVIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. PLVJX (3.47B). VIVIX pays higher dividends than PLVJX: VIVIX (2.29) vs PLVJX (1.17). PLVJX was incepted earlier than VIVIX: PLVJX (24 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 : 6.80 vs. PLVJX (-0.73). VIVIX return over 5 years is better than : 58.67 vs. PLVJX (26.47).
| 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 | 24 years | 27 years | - |
| Gain YTD | -0.430 | 1.255 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 189B | 2% |
| Annual Yield % from dividends | 1.17 | 2.29 | 51% |
| Returns for 1 year | -0.73 | 6.80 | -11% |
| Returns for 3 years | 0.86 | 18.51 | 5% |
| Returns for 5 years | 26.47 | 58.67 | 45% |
| Returns for 10 years | 31.73 | 102.87 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers