Ad is loading...
PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$20.56
Change-$0.15 (-0.72%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
PLVJX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PLVJX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PLVJX (3.81B). VVIAX pays higher dividends than PLVJX: VVIAX (2.36) vs PLVJX (1.19). PLVJX was incepted earlier than VVIAX: PLVJX (24 years) vs VVIAX (24 years). PLVJX is a more actively managed with annual turnover of: 44.90 vs. VVIAX (10.00). PLVJX has a lower initial minimum investment than VVIAX: PLVJX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. PLVJX (15.62). VVIAX return over 5 years is better than : 44.62 vs. PLVJX (27.68).
| PLVJX | VVIAX | PLVJX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 16.553 | 16.051 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.81B | 195B | 2% |
| Annual Yield % from dividends | 1.19 | 2.36 | 50% |
| Returns for 1 year | 15.62 | 16.45 | 95% |
| Returns for 3 years | 2.76 | 20.49 | 13% |
| Returns for 5 years | 27.68 | 44.62 | 62% |
| Returns for 10 years | 46.16 | 104.84 | 44% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers