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PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$19.22
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.44B
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
PLVJX vs VVIAX Comparison Chart in %
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PLVJX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. PLVJX (3.44B). VVIAX pays higher dividends than PLVJX: VVIAX (2.18) vs PLVJX (1.12). 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 : 10.51 vs. PLVJX (3.96). VVIAX return over 5 years is better than : 67.40 vs. PLVJX (34.46).
| 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 | 3.443 | 4.608 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 196B | 2% |
| Annual Yield % from dividends | 1.12 | 2.18 | 51% |
| Returns for 1 year | 3.96 | 10.51 | 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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