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PLVIX vs VIVAX
PLVIX vs VIVAX Comparison
Open Charts PLVIX vs VIVAX
Principal Large Cap Value III Inst
Price$20.21
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets3.54B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
PLVIX vs VIVAX Comparison Chart in %
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PLVIX vs. VIVAX commentary
Jul 28, 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: 195B vs. PLVIX (3.54B). 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 : 9.76 vs. PLVIX (4.82). VIVAX return over 5 years is better than : 74.87 vs. PLVIX (43.64).
| 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 | 6.368 | 6.724 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 195B | 2% |
| Annual Yield % from dividends | 1.29 | 2.06 | 63% |
| Returns for 1 year | 4.82 | 9.76 | 49% |
| Returns for 3 years | 16.49 | 34.31 | 48% |
| Returns for 5 years | 43.64 | 74.87 | 58% |
| Returns for 10 years | 46.57 | 116.32 | 40% |
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