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PLVIX vs VIVAX
PLVIX vs VIVAX Comparison
Open Charts PLVIX vs VIVAX
Principal Large Cap Value III Inst
Price$20.54
Change+$0.17 (+0.83%)
VolumeN/A
Net Assets3.5B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
PLVIX vs VIVAX Comparison Chart in %
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PLVIX vs. VIVAX commentary
Sep 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 PLVIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. PLVIX (3.5B). VIVAX pays higher dividends than PLVIX: VIVAX (1.99) vs PLVIX (1.25). PLVIX was incepted earlier than VIVAX: PLVIX (25 years) vs VIVAX (33 years). PLVIX (0.71) is less costly to investors than VIVAX (0.17). PLVIX is a more actively managed with annual turnover of: 41.10 vs. VIVAX (9.00). PLVIX has a lower initial minimum investment than VIVAX: PLVIX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.64 vs. PLVIX (0.66). VIVAX return over 5 years is better than : 81.78 vs. PLVIX (46.18).
| PLVIX | VIVAX | PLVIX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.71 | 0.17 | 418% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 8.105 | 10.222 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 203B | 2% |
| Annual Yield % from dividends | 1.25 | 1.99 | 63% |
| Returns for 1 year | 0.66 | 7.64 | 9% |
| Returns for 3 years | 27.13 | 50.22 | 54% |
| Returns for 5 years | 46.18 | 81.78 | 56% |
| Returns for 10 years | 64.98 | 147.68 | 44% |
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