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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$42.27
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets7.97B
Vanguard Value Index I
Price$77.13
Change+$0.41 (+0.53%)
VolumeN/A
Net Assets217.68B
PEIIX vs VIVAX Comparison Chart in %
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PEIIX vs. VIVAX commentary
Jan 15, 2026
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. PEIIX (7.97B). VIVAX pays higher dividends than PEIIX: VIVAX (1.92) vs PEIIX (1.56). 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 : 15.99 vs. PEIIX (9.23). VIVAX return over 5 years is better than : 62.08 vs. PEIIX (25.15).
| 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 | 3.249 | 3.489 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.97B | 218B | 4% |
| Annual Yield % from dividends | 1.56 | 1.92 | 81% |
| Returns for 1 year | 9.23 | 15.99 | 58% |
| Returns for 3 years | 22.35 | 37.08 | 60% |
| Returns for 5 years | 25.15 | 62.08 | 41% |
| Returns for 10 years | 118.02 | 163.63 | 72% |
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