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PEIQX vs VVIAX
PEIQX vs VVIAX Comparison
Open Charts PEIQX vs VVIAX
Principal Equity Income R5
Price$41.68
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets8.86B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PEIQX vs VVIAX Comparison Chart in %
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PEIQX vs. VVIAX commentary
Jul 07, 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: 189B vs. PEIQX (8.86B). VVIAX pays higher dividends than PEIQX: VVIAX (2.18) vs PEIQX (1.30). PEIQX was incepted earlier than VVIAX: PEIQX (15 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 : 12.03 vs. PEIQX (5.87). VVIAX return over 5 years is better than : 80.13 vs. PEIQX (53.94).
| 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 | 15 years | 25 years | - |
| Gain YTD | 7.679 | 6.198 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 189B | 5% |
| Annual Yield % from dividends | 1.30 | 2.18 | 59% |
| Returns for 1 year | 5.87 | 12.03 | 49% |
| Returns for 3 years | 23.63 | 35.17 | 67% |
| Returns for 5 years | 53.94 | 80.13 | 67% |
| Returns for 10 years | 85.63 | 115.67 | 74% |
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