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PEIOX vs VIVAX
PEIOX vs VIVAX Comparison
Open Charts PEIOX vs VIVAX
Principal Equity Income R3
Price$41.90
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets8.85B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
PEIOX vs VIVAX Comparison Chart in %
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PEIOX vs. VIVAX commentary
Aug 19, 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: 196B vs. PEIOX (8.85B). VIVAX pays higher dividends than PEIOX: VIVAX (2.06) vs PEIOX (1.00). PEIOX was incepted earlier than VIVAX: PEIOX (15 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 : 7.90 vs. PEIOX (2.01). VIVAX return over 5 years is better than : 68.56 vs. PEIOX (41.12).
| PEIOX | VIVAX | PEIOX / VIVAX | |
| Total Expense Ratio | 1.08 | 0.17 | 635% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 8.562 | 6.512 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 196B | 5% |
| Annual Yield % from dividends | 1.00 | 2.06 | 49% |
| Returns for 1 year | 2.01 | 7.90 | 25% |
| Returns for 3 years | 12.98 | 25.93 | 50% |
| Returns for 5 years | 41.12 | 68.56 | 60% |
| Returns for 10 years | 81.88 | 114.64 | 71% |
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