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PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$17.89
Change+$0.25 (+1.42%)
VolumeN/A
Net Assets3.39B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
PLVJX vs VVIAX Comparison Chart
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PLVJX vs. VVIAX commentary
Apr 25, 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: 191B vs. PLVJX (3.39B). 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 : 3.38 vs. PLVJX (-3.97). VVIAX return over 5 years is better than : 69.91 vs. PLVJX (40.08).
| 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 | -5.110 | -3.426 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 191B | 2% |
| Annual Yield % from dividends | 1.17 | 2.26 | 52% |
| Returns for 1 year | -3.97 | 3.38 | -117% |
| Returns for 3 years | -3.00 | 12.73 | -24% |
| Returns for 5 years | 40.08 | 69.91 | 57% |
| Returns for 10 years | 25.07 | 92.47 | 27% |
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