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PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$19.12
Change+$0.12 (+0.63%)
VolumeN/A
Net Assets3.75B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
PLVJX vs VVIAX Comparison Chart
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PLVJX vs. VVIAX commentary
Jan 19, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. PLVJX (3.75B). 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 : 18.18 vs. PLVJX (10.63). VVIAX return over 5 years is better than : 44.18 vs. PLVJX (17.00).
| 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 | 2.205 | 3.195 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 184B | 2% |
| Annual Yield % from dividends | 1.19 | 2.36 | 50% |
| Returns for 1 year | 10.63 | 18.18 | 58% |
| Returns for 3 years | 0.70 | 18.46 | 4% |
| Returns for 5 years | 17.00 | 44.18 | 38% |
| Returns for 10 years | 40.90 | 111.13 | 37% |
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