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PEIOX vs VIVAX
PEIOX vs VIVAX Comparison
Open Charts PEIOX vs VIVAX
Principal Equity Income R3
Price$42.53
Change+$0.08 (+0.19%)
VolumeN/A
Net Assets8.15B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
PEIOX vs VIVAX Comparison Chart in %
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PEIOX 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 PEIOX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. PEIOX (8.15B). VIVAX pays higher dividends than PEIOX: VIVAX (1.84) vs PEIOX (1.02). 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: 16.70 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 : 15.07 vs. PEIOX (6.20). VIVAX return over 5 years is better than : 66.25 vs. PEIOX (23.33).
| 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 | 4.548 | 5.998 | 76% |
| 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 | 1.02 | 1.84 | 56% |
| Returns for 1 year | 6.20 | 15.07 | 41% |
| Returns for 3 years | 20.25 | 41.03 | 49% |
| Returns for 5 years | 23.33 | 66.25 | 35% |
| Returns for 10 years | 105.49 | 167.20 | 63% |
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