PEIQX
Price
$42.42
Change
+$0.14 (+0.33%)
Updated
Oct 17 closing price
Net Assets
8.64B
VIVAX
Price
$72.44
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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PEIQX vs VIVAX

Header iconPEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAXBanner chart's image
Principal Equity Income R5
Price$42.42
Change+$0.14 (+0.33%)
VolumeN/A
Net Assets8.64B
Vanguard Value Index I
Price$72.44
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
PEIQX vs VIVAX Comparison Chart in %
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PEIQX vs. VIVAX commentary
Oct 21, 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. PEIQX (8.64B). VIVAX pays higher dividends than PEIQX: VIVAX (1.97) vs PEIQX (1.34). 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 : 4.63 vs. PEIQX (-2.88). VIVAX return over 5 years is better than : 71.78 vs. PEIQX (39.78).
PEIQXVIVAXPEIQX / VIVAX
Total Expense Ratio0.770.17453%
Annual Report Gross Expense Ratio0.770.17453%
Fund Existence16 years33 years-
Gain YTD10.0809.738104%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.64B208B4%
Annual Yield % from dividends1.341.9768%
Returns for 1 year-2.884.63-62%
Returns for 3 years31.8542.9974%
Returns for 5 years39.7871.7855%
Returns for 10 years96.39129.4574%
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