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PEIIX vs VVIAX
PEIIX vs VVIAX Comparison
Open Charts PEIIX vs VVIAX
Principal Equity Income Inst
Price$44.77
Change+$0.40 (+0.90%)
VolumeN/A
Net Assets8.14B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
PEIIX vs VVIAX Comparison Chart in %
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PEIIX vs. VVIAX commentary
Dec 04, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. PEIIX (8.14B). VVIAX pays higher dividends than PEIIX: VVIAX (2.04) vs PEIIX (1.49). PEIIX was incepted earlier than VVIAX: PEIIX (25 years) vs VVIAX (25 years). PEIIX (0.54) is less costly to investors than VVIAX (0.05). PEIIX is a more actively managed with annual turnover of: 16.30 vs. VVIAX (9.00). PEIIX has a lower initial minimum investment than VVIAX: PEIIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.76 vs. PEIIX (-1.03). VVIAX return over 5 years is better than : 61.18 vs. PEIIX (37.86).
| PEIIX | VVIAX | PEIIX / VVIAX | |
| Total Expense Ratio | 0.52 | 0.05 | 1,040% |
| Annual Report Gross Expense Ratio | 0.54 | 0.05 | 1,080% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 15.225 | 11.776 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 208B | 4% |
| Annual Yield % from dividends | 1.49 | 2.04 | 73% |
| Returns for 1 year | -1.03 | 4.76 | -22% |
| Returns for 3 years | 24.25 | 29.82 | 81% |
| Returns for 5 years | 37.86 | 61.18 | 62% |
| Returns for 10 years | 106.69 | 127.14 | 84% |
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