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PEIIX vs VIVAX
PEIIX vs VIVAX Comparison
Open Charts PEIIX vs VIVAX
Principal Equity Income Inst
Price$42.83
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets8.15B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
PEIIX vs VIVAX Comparison Chart in %
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PEIIX vs. VIVAX commentary
Feb 05, 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 Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. PEIIX (8.15B). VIVAX pays higher dividends than PEIIX: VIVAX (1.84) vs PEIIX (1.51). PEIIX was incepted earlier than VIVAX: PEIIX (26 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: 16.70 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 : 15.07 vs. PEIIX (6.88). VIVAX return over 5 years is better than : 66.25 vs. PEIIX (26.33).
| PEIIX | VIVAX | PEIIX / VIVAX | |
| Total Expense Ratio | 0.52 | 0.17 | 306% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 4.617 | 5.998 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.15B | 218B | 4% |
| Annual Yield % from dividends | 1.51 | 1.84 | 82% |
| Returns for 1 year | 6.88 | 15.07 | 46% |
| Returns for 3 years | 22.43 | 41.03 | 55% |
| Returns for 5 years | 26.33 | 66.25 | 40% |
| Returns for 10 years | 116.62 | 167.20 | 70% |
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