Interact to see
Advertisement
Advertisement
PEIQX vs VIVAX
PEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAX
Principal Equity Income R5
Price$41.42
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets7.95B
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
PEIQX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEIQX vs. VIVAX commentary
Dec 27, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. PEIQX (7.95B). 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 : 12.38 vs. PEIQX (5.91). VIVAX return over 5 years is better than : 64.90 vs. PEIQX (25.73).
| 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 | 7.485 | 13.965 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.95B | 216B | 4% |
| Annual Yield % from dividends | 1.29 | 1.93 | 67% |
| Returns for 1 year | 5.91 | 12.38 | 48% |
| Returns for 3 years | 24.11 | 37.39 | 64% |
| Returns for 5 years | 25.73 | 64.90 | 40% |
| Returns for 10 years | 90.49 | 133.35 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers