Interact to see
Advertisement
Advertisement
PEIQX vs VIVAX
PEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAX
Principal Equity Income R5
Price$44.68
Change+$0.39 (+0.88%)
VolumeN/A
Net Assets8.14B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
PEIQX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEIQX vs. VIVAX commentary
Dec 04, 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 PEIQX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEIQX (8.14B). VIVAX pays higher dividends than PEIQX: VIVAX (1.93) vs PEIQX (1.29). PEIQX was incepted earlier than VIVAX: PEIQX (16 years) vs VIVAX (33 years). PEIQX (0.77) is less costly to investors than VIVAX (0.17). PEIQX is a more actively managed with annual turnover of: 16.30 vs. VIVAX (9.00). PEIQX has a lower initial minimum investment than VIVAX: PEIQX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.76 vs. PEIQX (-1.27). VIVAX return over 5 years is better than : 61.14 vs. PEIQX (36.49).
| PEIQX | VIVAX | PEIQX / VIVAX | |
| Total Expense Ratio | 0.77 | 0.17 | 453% |
| Annual Report Gross Expense Ratio | 0.77 | 0.17 | 453% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 14.959 | 11.753 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 208B | 4% |
| Annual Yield % from dividends | 1.29 | 1.93 | 67% |
| Returns for 1 year | -1.27 | 4.76 | -27% |
| Returns for 3 years | 23.41 | 29.79 | 79% |
| Returns for 5 years | 36.49 | 61.14 | 60% |
| Returns for 10 years | 102.07 | 127.21 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement