Interact to see
Advertisement
Advertisement
PLVJX vs VIVAX
PLVJX vs VIVAX Comparison
Open Charts PLVJX vs VIVAX
Principal Large Cap Value III J
Price$19.65
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets3.54B
Vanguard Value Index I
Price$70.13
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets195.18B
PLVJX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PLVJX vs. VIVAX commentary
Jul 29, 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 PLVJX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. PLVJX (3.54B). VIVAX pays higher dividends than PLVJX: VIVAX (2.06) vs PLVJX (1.13). PLVJX was incepted earlier than VIVAX: PLVJX (24 years) vs VIVAX (33 years). PLVJX (0.95) is less costly to investors than VIVAX (0.17). PLVJX is a more actively managed with annual turnover of: 41.10 vs. VIVAX (9.00). PLVJX has a lower initial minimum investment than VIVAX: PLVJX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.77 vs. PLVJX (2.67). VIVAX return over 5 years is better than : 72.24 vs. PLVJX (38.88).
| PLVJX | VIVAX | PLVJX / VIVAX | |
| Total Expense Ratio | 0.93 | 0.17 | 547% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 5.702 | 6.209 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 195B | 2% |
| Annual Yield % from dividends | 1.13 | 2.06 | 55% |
| Returns for 1 year | 2.67 | 7.77 | 34% |
| Returns for 3 years | 11.15 | 29.96 | 37% |
| Returns for 5 years | 38.88 | 72.24 | 54% |
| Returns for 10 years | 39.49 | 114.09 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement