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PEIOX vs VIVAX
PEIOX vs VIVAX Comparison
Open Charts PEIOX vs VIVAX
Principal Equity Income R3
Price$43.23
Change-$0.52 (-1.19%)
VolumeN/A
Net Assets8.55B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
PEIOX vs VIVAX Comparison Chart in %
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PEIOX vs. VIVAX commentary
Nov 15, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEIOX (8.55B). VIVAX pays higher dividends than PEIOX: VIVAX (1.98) vs PEIOX (1.07). 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 : 5.48 vs. PEIOX (-1.67). VIVAX return over 5 years is better than : 64.67 vs. PEIOX (35.22).
| 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 | 12.424 | 10.844 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 208B | 4% |
| Annual Yield % from dividends | 1.07 | 1.98 | 54% |
| Returns for 1 year | -1.67 | 5.48 | -30% |
| Returns for 3 years | 22.92 | 32.94 | 70% |
| Returns for 5 years | 35.22 | 64.67 | 54% |
| Returns for 10 years | 93.50 | 129.02 | 72% |
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