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PQIAX vs VIVAX
PQIAX vs VIVAX Comparison
Open Charts PQIAX vs VIVAX
Principal Equity Income A
Price$39.17
Change+$0.45 (+1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.30
Change-$0.14 (-0.21%)
VolumeN/A
CapitalizationN/A
PQIAX vs VIVAX Comparison Chart
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PQIAX vs. VIVAX commentary
Dec 24, 2024
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 PQIAX is a StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PQIAX (8.74B). VIVAX pays higher dividends than PQIAX: VIVAX (2.25) vs PQIAX (1.76). PQIAX was incepted earlier than VIVAX: PQIAX (86 years) vs VIVAX (32 years). PQIAX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (10.00). PQIAX has a lower initial minimum investment than VIVAX: PQIAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. PQIAX (6.48). VIVAX return over 5 years is better than : 41.35 vs. PQIAX (22.51).
| PQIAX | VIVAX | PQIAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 86 years | 32 years | - |
| Gain YTD | 5.521 | 14.000 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 195B | 4% |
| Annual Yield % from dividends | 1.76 | 2.25 | 78% |
| Returns for 1 year | 6.48 | 15.15 | 43% |
| Returns for 3 years | 0.67 | 18.25 | 4% |
| Returns for 5 years | 22.51 | 41.35 | 54% |
| Returns for 10 years | 69.66 | 99.53 | 70% |