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PEIJX vs VIVAX
PEIJX vs VIVAX Comparison
Open Charts PEIJX vs VIVAX
Principal Equity Income J
Price$42.15
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
PEIJX vs VIVAX Comparison Chart in %
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PEIJX vs. VIVAX commentary
Aug 18, 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 PEIJX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. PEIJX (8.85B). VIVAX pays higher dividends than PEIJX: VIVAX (2.06) vs PEIJX (1.31). PEIJX was incepted earlier than VIVAX: PEIJX (7 years) vs VIVAX (33 years). PEIJX (0.76) is less costly to investors than VIVAX (0.17). PEIJX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (9.00). PEIJX has a lower initial minimum investment than VIVAX: PEIJX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. PEIJX (2.42). VIVAX return over 5 years is better than : 68.56 vs. PEIJX (43.08).
| PEIJX | VIVAX | PEIJX / VIVAX | |
| Total Expense Ratio | 0.76 | 0.17 | 447% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 8.757 | 6.512 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 196B | 5% |
| Annual Yield % from dividends | 1.31 | 2.06 | 63% |
| Returns for 1 year | 2.42 | 7.90 | 31% |
| Returns for 3 years | 13.97 | 25.93 | 54% |
| Returns for 5 years | 43.08 | 68.56 | 63% |
| Returns for 10 years | N/A | 114.64 | - |
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