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PEIQX vs VVIAX
PEIQX vs VVIAX Comparison
Open Charts PEIQX vs VVIAX
Principal Equity Income R5
Price$43.43
Change-$0.53 (-1.21%)
VolumeN/A
Net Assets8.55B
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
PEIQX vs VVIAX Comparison Chart in %
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PEIQX vs. VVIAX commentary
Nov 14, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. PEIQX (8.55B). VVIAX pays higher dividends than PEIQX: VVIAX (2.09) vs PEIQX (1.35). PEIQX was incepted earlier than VVIAX: PEIQX (16 years) vs VVIAX (25 years). PEIQX (0.77) is less costly to investors than VVIAX (0.05). PEIQX is a more actively managed with annual turnover of: 16.30 vs. VVIAX (9.00). PEIQX has a lower initial minimum investment than VVIAX: PEIQX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.69 vs. PEIQX (-0.01). VVIAX return over 5 years is better than : 66.35 vs. PEIQX (38.69).
| PEIQX | VVIAX | PEIQX / VVIAX | |
| Total Expense Ratio | 0.77 | 0.05 | 1,540% |
| Annual Report Gross Expense Ratio | 0.77 | 0.05 | 1,540% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 14.077 | 11.973 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 208B | 4% |
| Annual Yield % from dividends | 1.35 | 2.09 | 64% |
| Returns for 1 year | -0.01 | 6.69 | -0% |
| Returns for 3 years | 24.11 | 33.49 | 72% |
| Returns for 5 years | 38.69 | 66.35 | 58% |
| Returns for 10 years | 104.72 | 134.97 | 78% |
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