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PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$19.35
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets3.48B
Vanguard Value Index Adm
Price$69.03
Change+$0.32 (+0.47%)
VolumeN/A
Net Assets195.18B
PLVJX vs VVIAX Comparison Chart in %
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PLVJX vs. VVIAX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. PLVJX (3.48B). VVIAX pays higher dividends than PLVJX: VVIAX (2.18) vs PLVJX (1.13). 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 : 5.40 vs. PLVJX (-0.34). VVIAX return over 5 years is better than : 70.24 vs. PLVJX (38.04).
| 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 | 3.712 | 4.093 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48B | 195B | 2% |
| Annual Yield % from dividends | 1.13 | 2.18 | 52% |
| Returns for 1 year | -0.34 | 5.40 | -6% |
| Returns for 3 years | 15.08 | 33.38 | 45% |
| Returns for 5 years | 38.04 | 70.24 | 54% |
| Returns for 10 years | 35.42 | 107.14 | 33% |
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