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PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$18.65
Change+$0.12 (+0.65%)
VolumeN/A
Net Assets3.58B
Vanguard Value Index Adm
Price$67.62
Change+$0.39 (+0.58%)
VolumeN/A
Net Assets195.24B
PLVJX vs VVIAX Comparison Chart
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PLVJX vs. VVIAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PLVJX (3.58B). VVIAX pays higher dividends than PLVJX: VVIAX (2.26) vs PLVJX (1.17). PLVJX was incepted earlier than VVIAX: PLVJX (24 years) vs VVIAX (24 years). PLVJX (1.09) is less costly to investors than VVIAX (0.05). PLVJX is a more actively managed with annual turnover of: 41.10 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 : 7.07 vs. PLVJX (-1.09). VVIAX return over 5 years is better than : 100.53 vs. PLVJX (65.61).
| PLVJX | VVIAX | PLVJX / VVIAX | |
| Total Expense Ratio | 1.02 | 0.05 | 2,040% |
| Annual Report Gross Expense Ratio | 1.09 | 0.05 | 2,180% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -0.323 | 1.830 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 195B | 2% |
| Annual Yield % from dividends | 1.17 | 2.26 | 52% |
| Returns for 1 year | -1.09 | 7.07 | -15% |
| Returns for 3 years | -1.38 | 16.40 | -8% |
| Returns for 5 years | 65.61 | 100.53 | 65% |
| Returns for 10 years | 33.47 | 107.06 | 31% |
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