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PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$18.71
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets3.47B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
PLVJX vs VVIAX Comparison Chart
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PLVJX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. PLVJX (3.47B). VVIAX pays higher dividends than PLVJX: VVIAX (2.28) vs PLVJX (1.17). PLVJX was incepted earlier than VVIAX: PLVJX (24 years) vs VVIAX (25 years). PLVJX (0.95) is less costly to investors than VVIAX (0.05). PLVJX is a more actively managed with annual turnover of: 41.10 vs. VVIAX (9.00). 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 : 6.82 vs. PLVJX (-0.73). VVIAX return over 5 years is better than : 58.69 vs. PLVJX (26.47).
| PLVJX | VVIAX | PLVJX / VVIAX | |
| Total Expense Ratio | 0.93 | 0.05 | 1,860% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -0.430 | 1.255 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 189B | 2% |
| Annual Yield % from dividends | 1.17 | 2.28 | 51% |
| Returns for 1 year | -0.73 | 6.82 | -11% |
| Returns for 3 years | 0.86 | 18.51 | 5% |
| Returns for 5 years | 26.47 | 58.69 | 45% |
| Returns for 10 years | 31.73 | 102.89 | 31% |
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