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PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$40.99
Change-$3.49 (-7.85%)
VolumeN/A
Net Assets7.39B
Vanguard Value Index Adm
Price$75.09
Change-$0.25 (-0.33%)
VolumeN/A
Net Assets215.53B
PEIOX vs VVIAX Comparison Chart in %
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PEIOX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. PEIOX (7.39B). VVIAX pays higher dividends than PEIOX: VVIAX (2.04) vs PEIOX (1.04). PEIOX was incepted earlier than VVIAX: PEIOX (16 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 : 10.16 vs. PEIOX (1.68). VVIAX return over 5 years is better than : 63.70 vs. PEIOX (35.08).
| 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 | 16 years | 25 years | - |
| Gain YTD | 15.675 | 14.171 | 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 | 2.04 | 51% |
| Returns for 1 year | 1.68 | 10.16 | 17% |
| Returns for 3 years | 25.37 | 34.53 | 73% |
| Returns for 5 years | 35.08 | 63.70 | 55% |
| Returns for 10 years | 106.28 | 139.89 | 76% |
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