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PEIQX vs VIVAX
PEIQX vs VIVAX Comparison
Open Charts PEIQX vs VIVAX
Principal Equity Income R5
Price$42.75
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets8.15B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
PEIQX vs VIVAX Comparison Chart in %
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PEIQX vs. VIVAX commentary
Feb 04, 2026
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: 218B vs. PEIQX (8.15B). VIVAX pays higher dividends than PEIQX: VIVAX (1.84) 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: 16.70 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 : 15.07 vs. PEIQX (6.60). VIVAX return over 5 years is better than : 66.25 vs. PEIQX (25.06).
| 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 | 4.600 | 5.998 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.15B | 218B | 4% |
| Annual Yield % from dividends | 1.29 | 1.84 | 70% |
| Returns for 1 year | 6.60 | 15.07 | 44% |
| Returns for 3 years | 21.49 | 41.03 | 52% |
| Returns for 5 years | 25.06 | 66.25 | 38% |
| Returns for 10 years | 111.77 | 167.20 | 67% |
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