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PLVJX vs VIVIX
PLVJX vs VIVIX Comparison
Open Charts PLVJX vs VIVIX
Principal Large Cap Value III J
Price$19.22
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.44B
Vanguard Value Index I
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
PLVJX vs VIVIX Comparison Chart in %
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PLVJX vs. VIVIX commentary
Aug 08, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. PLVJX (3.44B). VIVIX pays higher dividends than PLVJX: VIVIX (2.19) vs PLVJX (1.12). 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 : 10.53 vs. PLVJX (3.96). VIVIX return over 5 years is better than : 67.40 vs. PLVJX (34.46).
| 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 | 3.443 | 4.624 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 196B | 2% |
| Annual Yield % from dividends | 1.12 | 2.19 | 51% |
| Returns for 1 year | 3.96 | 10.53 | 38% |
| Returns for 3 years | 8.71 | 28.85 | 30% |
| Returns for 5 years | 34.46 | 67.40 | 51% |
| Returns for 10 years | 36.08 | 109.93 | 33% |
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