PEIIX
Price
$41.74
Change
+$0.19 (+0.46%)
Updated
Jul 3 closing price
Net Assets
8.86B
VIVAX
Price
$70.13
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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PEIIX vs VIVAX

Header iconPEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAXBanner chart's image
Principal Equity Income Inst
Price$41.74
Change+$0.19 (+0.46%)
VolumeN/A
Net Assets8.86B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PEIIX vs VIVAX Comparison Chart in %
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PEIIX vs. VIVAX commentary
Jul 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 PEIIX is a Buy and VIVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PEIIX (8.86B). VIVAX pays higher dividends than PEIIX: VIVAX (2.06) vs PEIIX (1.51). 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 : 12.04 vs. PEIIX (6.14). VIVAX return over 5 years is better than : 80.14 vs. PEIIX (55.43).
PEIIXVIVAXPEIIX / VIVAX
Total Expense Ratio0.520.17306%
Annual Report Gross Expense Ratio0.540.17318%
Fund Existence25 years33 years-
Gain YTD7.8246.209126%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.86B189B5%
Annual Yield % from dividends1.512.0673%
Returns for 1 year6.1412.0451%
Returns for 3 years24.4135.1669%
Returns for 5 years55.4380.1469%
Returns for 10 years89.91115.7478%
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