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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$44.77
Change+$0.40 (+0.90%)
VolumeN/A
Net Assets8.14B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
PEIIX vs VIVAX Comparison Chart in %
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PEIIX vs. VIVAX commentary
Dec 04, 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 PEIIX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEIIX (8.14B). VIVAX pays higher dividends than PEIIX: VIVAX (1.93) vs PEIIX (1.49). PEIIX was incepted earlier than VIVAX: PEIIX (25 years) vs VIVAX (33 years). PEIIX (0.54) is less costly to investors than VIVAX (0.17). PEIIX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (9.00). PEIIX has a lower initial minimum investment than VIVAX: PEIIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.76 vs. PEIIX (-1.03). VIVAX return over 5 years is better than : 61.14 vs. PEIIX (37.86).
| PEIIX | VIVAX | PEIIX / VIVAX | |
| Total Expense Ratio | 0.52 | 0.17 | 306% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 15.225 | 11.753 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 208B | 4% |
| Annual Yield % from dividends | 1.49 | 1.93 | 77% |
| Returns for 1 year | -1.03 | 4.76 | -22% |
| Returns for 3 years | 24.25 | 29.79 | 81% |
| Returns for 5 years | 37.86 | 61.14 | 62% |
| Returns for 10 years | 106.69 | 127.21 | 84% |
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