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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$42.17
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets8.85B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
PEIIX vs VIVAX Comparison Chart in %
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PEIIX vs. VIVAX commentary
Aug 19, 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: 196B vs. PEIIX (8.85B). VIVAX pays higher dividends than PEIIX: VIVAX (2.06) vs PEIIX (1.50). 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 : 7.90 vs. PEIIX (2.64). VIVAX return over 5 years is better than : 68.56 vs. PEIIX (44.45).
| 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 | 8.935 | 6.512 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 196B | 5% |
| Annual Yield % from dividends | 1.50 | 2.06 | 73% |
| Returns for 1 year | 2.64 | 7.90 | 33% |
| Returns for 3 years | 14.64 | 25.93 | 56% |
| Returns for 5 years | 44.45 | 68.56 | 65% |
| Returns for 10 years | 91.57 | 114.64 | 80% |
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