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PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$19.09
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets3.44B
Vanguard Value Index Adm
Price$68.70
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
PLVJX vs VVIAX Comparison Chart in %
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PLVJX vs. VVIAX commentary
Jun 28, 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 (3.44B). 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 : 8.64 vs. PLVJX (1.85). VVIAX return over 5 years is better than : 81.02 vs. PLVJX (44.39).
| 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 | 1.883 | 3.330 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 189B | 2% |
| Annual Yield % from dividends | 1.17 | 2.28 | 51% |
| Returns for 1 year | 1.85 | 8.64 | 21% |
| Returns for 3 years | 11.24 | 30.71 | 37% |
| Returns for 5 years | 44.39 | 81.02 | 55% |
| Returns for 10 years | 35.90 | 110.43 | 33% |
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