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PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$41.50
Change+$0.19 (+0.46%)
VolumeN/A
Net Assets8.86B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PEIOX vs VVIAX Comparison Chart in %
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PEIOX vs. VVIAX commentary
Jul 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. PEIOX (8.86B). VVIAX pays higher dividends than PEIOX: VVIAX (2.18) vs PEIOX (1.01). PEIOX was incepted earlier than VVIAX: PEIOX (15 years) vs VVIAX (25 years). PEIOX (1.08) is less costly to investors than VVIAX (0.05). PEIOX is a more actively managed with annual turnover of: 16.30 vs. VVIAX (9.00). PEIOX has a lower initial minimum investment than VVIAX: PEIOX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. PEIOX (5.48). VVIAX return over 5 years is better than : 80.13 vs. PEIOX (51.90).
| PEIOX | VVIAX | PEIOX / VVIAX | |
| Total Expense Ratio | 1.08 | 0.05 | 2,160% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 7.525 | 6.198 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 189B | 5% |
| Annual Yield % from dividends | 1.01 | 2.18 | 46% |
| Returns for 1 year | 5.48 | 12.03 | 46% |
| Returns for 3 years | 22.58 | 35.17 | 64% |
| Returns for 5 years | 51.90 | 80.13 | 65% |
| Returns for 10 years | 80.28 | 115.67 | 69% |
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