Interact to see
Advertisement
Advertisement
PEIIX vs VIVIX
PEIIX vs VIVIX Comparison
Open Charts PEIIX vs VIVIX
Principal Equity Income Inst
Price$42.83
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets8.15B
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
PEIIX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEIIX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. PEIIX (8.15B). VIVIX pays higher dividends than PEIIX: VIVIX (1.96) vs PEIIX (1.51). PEIIX was incepted earlier than VIVIX: PEIIX (26 years) vs VIVIX (28 years). PEIIX (0.54) is less costly to investors than VIVIX (0.04). PEIIX is a more actively managed with annual turnover of: 16.70 vs. VIVIX (9.00). PEIIX has a lower initial minimum investment than VIVIX: PEIIX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.08 vs. PEIIX (6.88). VIVIX return over 5 years is better than : 66.28 vs. PEIIX (26.33).
| PEIIX | VIVIX | PEIIX / VIVIX | |
| Total Expense Ratio | 0.52 | 0.04 | 1,300% |
| Annual Report Gross Expense Ratio | 0.54 | 0.04 | 1,350% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 4.617 | 5.999 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.15B | 218B | 4% |
| Annual Yield % from dividends | 1.51 | 1.96 | 77% |
| Returns for 1 year | 6.88 | 15.08 | 46% |
| Returns for 3 years | 22.43 | 41.04 | 55% |
| Returns for 5 years | 26.33 | 66.28 | 40% |
| Returns for 10 years | 116.62 | 167.19 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers