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PLVIX vs VIVAX
PLVIX vs VIVAX Comparison
Open Charts PLVIX vs VIVAX
Principal Large Cap Value III Inst
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets3.55B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PLVIX vs VIVAX Comparison Chart in %
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PLVIX vs. VIVAX 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 PLVIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PLVIX (3.55B). VIVAX pays higher dividends than PLVIX: VIVAX (2.06) vs PLVIX (1.29). 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 : 12.04 vs. PLVIX (5.70). VIVAX return over 5 years is better than : 80.14 vs. PLVIX (48.03).
| 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 | 5.789 | 6.209 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 189B | 2% |
| Annual Yield % from dividends | 1.29 | 2.06 | 63% |
| Returns for 1 year | 5.70 | 12.04 | 47% |
| Returns for 3 years | 17.69 | 35.16 | 50% |
| Returns for 5 years | 48.03 | 80.14 | 60% |
| Returns for 10 years | 45.77 | 115.74 | 40% |