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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$43.51
Change-$0.53 (-1.20%)
VolumeN/A
Net Assets8.55B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
PEIIX vs VIVAX Comparison Chart in %
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PEIIX vs. VIVAX commentary
Nov 14, 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: 208B vs. PEIIX (8.55B). VIVAX pays higher dividends than PEIIX: VIVAX (1.98) vs PEIIX (1.55). 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 : 6.68 vs. PEIIX (0.25). VIVAX return over 5 years is better than : 66.34 vs. PEIIX (40.07).
| 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 | 14.342 | 11.965 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 208B | 4% |
| Annual Yield % from dividends | 1.55 | 1.98 | 78% |
| Returns for 1 year | 0.25 | 6.68 | 4% |
| Returns for 3 years | 24.98 | 33.49 | 75% |
| Returns for 5 years | 40.07 | 66.34 | 60% |
| Returns for 10 years | 109.41 | 135.00 | 81% |