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PQIAX vs VIVAX
PQIAX vs VIVAX Comparison
Open Charts PQIAX vs VIVAX
Principal Equity Income A
Price$35.46
Change-$2.08 (-5.54%)
VolumeN/A
Net Assets7.56B
Vanguard Value Index I
Price$61.23
Change-$3.89 (-5.97%)
VolumeN/A
Net Assets195.24B
PQIAX vs VIVAX Comparison Chart
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PQIAX vs. VIVAX commentary
Apr 07, 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 PQIAX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PQIAX (7.56B). VIVAX pays higher dividends than PQIAX: VIVAX (2.14) vs PQIAX (1.32). PQIAX was incepted earlier than VIVAX: PQIAX (86 years) vs VIVAX (32 years). PQIAX (0.87) is less costly to investors than VIVAX (0.17). PQIAX is a more actively managed with annual turnover of: 16.30 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 : -1.54 vs. PQIAX (-9.23). VIVAX return over 5 years is better than : 82.55 vs. PQIAX (54.84).
| PQIAX | VIVAX | PQIAX / VIVAX | |
| Total Expense Ratio | 0.87 | 0.17 | 512% |
| Annual Report Gross Expense Ratio | 0.87 | 0.17 | 512% |
| Fund Existence | 86 years | 32 years | - |
| Gain YTD | -8.711 | -7.287 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.56B | 195B | 4% |
| Annual Yield % from dividends | 1.32 | 2.14 | 62% |
| Returns for 1 year | -9.23 | -1.54 | 600% |
| Returns for 3 years | -6.20 | 6.85 | -91% |
| Returns for 5 years | 54.84 | 82.55 | 66% |
| Returns for 10 years | 54.08 | 87.63 | 62% |
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