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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$42.10
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets8.9B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
PEIIX vs VIVAX Comparison Chart in %
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PEIIX vs. VIVAX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PEIIX (8.9B). 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 : 9.76 vs. PEIIX (4.41). VIVAX return over 5 years is better than : 74.87 vs. PEIIX (49.73).
| 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 | 8.754 | 6.724 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 195B | 5% |
| Annual Yield % from dividends | 1.51 | 2.06 | 73% |
| Returns for 1 year | 4.41 | 9.76 | 45% |
| Returns for 3 years | 23.08 | 34.31 | 67% |
| Returns for 5 years | 49.73 | 74.87 | 66% |
| Returns for 10 years | 91.76 | 116.32 | 79% |
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