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PQIAX vs VIVAX
PQIAX vs VIVAX Comparison
Open Charts PQIAX vs VIVAX
Principal Equity Income A
Price$43.20
Change-$0.11 (-0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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PQIAX vs VIVAX Comparison Chart
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PQIAX vs. VIVAX commentary
Sep 21, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. PQIAX (9.36B). VIVAX pays higher dividends than PQIAX: VIVAX (2.25) vs PQIAX (1.76). PQIAX was incepted earlier than VIVAX: PQIAX (85 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). PQIAX annual gain was more profitable for investors over the last year : 26.29 vs. VIVAX (23.98). VIVAX return over 5 years is better than : 55.44 vs. PQIAX (39.58).
| PQIAX | VIVAX | PQIAX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 85 years | 32 years | - |
| Gain YTD | 16.378 | 16.261 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 183B | 5% |
| Annual Yield % from dividends | 1.76 | 2.25 | 78% |
| Returns for 1 year | 26.29 | 23.98 | 110% |
| Returns for 3 years | 13.77 | 28.28 | 49% |
| Returns for 5 years | 39.58 | 55.44 | 71% |
| Returns for 10 years | 96.62 | 113.95 | 85% |