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PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$19.11
Change-$0.27 (-1.39%)
VolumeN/A
Net Assets3.71B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
PLVJX vs VVIAX Comparison Chart
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PLVJX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. PLVJX (3.72B). 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 : 13.46 vs. PLVJX (6.15). VVIAX return over 5 years is better than : 47.22 vs. PLVJX (18.87).
| 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 | 2.797 | 4.164 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 193B | 2% |
| Annual Yield % from dividends | 1.19 | 2.36 | 50% |
| Returns for 1 year | 6.15 | 13.46 | 46% |
| Returns for 3 years | 5.54 | 23.94 | 23% |
| Returns for 5 years | 18.87 | 47.22 | 40% |
| Returns for 10 years | 35.49 | 105.55 | 34% |
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