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PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$42.68
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets8.95B
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
PEIOX vs VVIAX Comparison Chart in %
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PEIOX vs. VVIAX commentary
Sep 09, 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: 203B vs. PEIOX (8.95B). VVIAX pays higher dividends than PEIOX: VVIAX (2.10) vs PEIOX (0.97). 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 : 7.74 vs. PEIOX (2.94). VVIAX return over 5 years is better than : 70.16 vs. PEIOX (43.24).
| 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 | 10.582 | 7.850 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.95B | 203B | 4% |
| Annual Yield % from dividends | 0.97 | 2.10 | 46% |
| Returns for 1 year | 2.94 | 7.74 | 38% |
| Returns for 3 years | 25.03 | 36.61 | 68% |
| Returns for 5 years | 43.24 | 70.16 | 62% |
| Returns for 10 years | 98.43 | 131.61 | 75% |