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PLVIX vs VVIAX
PLVIX vs VVIAX Comparison
Open Charts PLVIX vs VVIAX
Principal Large Cap Value III Inst
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets3.55B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PLVIX vs VVIAX Comparison Chart in %
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PLVIX 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 PLVIX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. PLVIX (3.55B). VVIAX pays higher dividends than PLVIX: VVIAX (2.18) vs PLVIX (1.29). PLVIX was incepted earlier than VVIAX: PLVIX (25 years) vs VVIAX (25 years). PLVIX (0.71) is less costly to investors than VVIAX (0.05). PLVIX is a more actively managed with annual turnover of: 41.10 vs. VVIAX (9.00). PLVIX has a lower initial minimum investment than VVIAX: PLVIX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. PLVIX (5.70). VVIAX return over 5 years is better than : 80.13 vs. PLVIX (48.03).
| PLVIX | VVIAX | PLVIX / VVIAX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.71 | 0.05 | 1,420% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 5.789 | 6.198 | 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 | 2.18 | 59% |
| Returns for 1 year | 5.70 | 12.03 | 47% |
| Returns for 3 years | 17.69 | 35.17 | 50% |
| Returns for 5 years | 48.03 | 80.13 | 60% |
| Returns for 10 years | 45.77 | 115.67 | 40% |
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