Interact to see
Advertisement
Advertisement
PEIOX vs VVIAX
PEIOX vs VVIAX Comparison
Open Charts PEIOX vs VVIAX
Principal Equity Income R3
Price$39.65
Change-$0.47 (-1.17%)
VolumeN/A
Net Assets8.5B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
PEIOX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PEIOX vs. VVIAX commentary
Jun 16, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. PEIOX (8.5B). VVIAX pays higher dividends than PEIOX: VVIAX (2.28) vs PEIOX (1.11). 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 : 8.01 vs. PEIOX (0.82). VVIAX return over 5 years is better than : 72.56 vs. PEIOX (45.62).
| 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 | 2.446 | 2.436 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.5B | 189B | 4% |
| Annual Yield % from dividends | 1.11 | 2.28 | 49% |
| Returns for 1 year | 0.82 | 8.01 | 10% |
| Returns for 3 years | 18.58 | 32.19 | 58% |
| Returns for 5 years | 45.62 | 72.56 | 63% |
| Returns for 10 years | 69.83 | 103.54 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CCCCX | 5.14 | 0.01 | +0.19% |
| Center Coast Brookfield Midstream Foc C | |||
| DPRSX | 12.89 | -0.02 | -0.15% |
| Macquarie Global Listed Real Assets Inst | |||
| BKTSX | 27.23 | -0.33 | -1.20% |
| iShares Total US Stock Market Idx K | |||
| FUEPX | 59.01 | -0.80 | -1.34% |
| American Funds EUPAC 529-F-2 | |||
| VVILX | 28.43 | -0.53 | -1.83% |
| Vulcan Value Partners Institutional | |||