Interact to see
Advertisement
Advertisement
PEIQX vs VIVAX
PEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAX
Principal Equity Income R5
Price$42.93
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets8.95B
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
PEIQX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEIQX vs. VIVAX 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 PEIQX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. PEIQX (8.95B). VIVAX pays higher dividends than PEIQX: VIVAX (1.99) vs PEIQX (1.25). 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 : 8.93 vs. PEIQX (4.29). VIVAX return over 5 years is better than : 70.93 vs. PEIQX (45.88).
| 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 | 10.909 | 7.648 | 143% |
| 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 | 1.25 | 1.99 | 63% |
| Returns for 1 year | 4.29 | 8.93 | 48% |
| Returns for 3 years | 21.94 | 31.79 | 69% |
| Returns for 5 years | 45.88 | 70.93 | 65% |
| Returns for 10 years | 105.75 | 132.80 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers