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PEIOX vs VIVAX
PEIOX vs VIVAX Comparison
Open Charts PEIOX vs VIVAX
Principal Equity Income R3
Price$40.99
Change-$3.49 (-7.85%)
VolumeN/A
Net Assets7.39B
Vanguard Value Index I
Price$75.10
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
PEIOX vs VIVAX Comparison Chart in %
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PEIOX vs. VIVAX commentary
Dec 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 PEIOX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. PEIOX (7.39B). VIVAX pays higher dividends than PEIOX: VIVAX (1.93) vs PEIOX (1.04). PEIOX was incepted earlier than VIVAX: PEIOX (16 years) vs VIVAX (33 years). PEIOX (1.08) is less costly to investors than VIVAX (0.17). PEIOX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (9.00). PEIOX has a lower initial minimum investment than VIVAX: PEIOX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.16 vs. PEIOX (1.68). VIVAX return over 5 years is better than : 63.66 vs. PEIOX (35.08).
| PEIOX | VIVAX | PEIOX / VIVAX | |
| Total Expense Ratio | 1.08 | 0.17 | 635% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 15.675 | 14.146 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.39B | 216B | 3% |
| Annual Yield % from dividends | 1.04 | 1.93 | 54% |
| Returns for 1 year | 1.68 | 10.16 | 17% |
| Returns for 3 years | 25.37 | 34.53 | 73% |
| Returns for 5 years | 35.08 | 63.66 | 55% |
| Returns for 10 years | 106.28 | 139.88 | 76% |
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