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PLVJX vs VIVAX
PLVJX vs VIVAX Comparison
Open Charts PLVJX vs VIVAX
Principal Large Cap Value III J
Price$19.64
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets3.55B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PLVJX vs VIVAX Comparison Chart in %
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PLVJX 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 PLVJX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. PLVJX (3.55B). 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 : 12.04 vs. PLVJX (5.33). VIVAX return over 5 years is better than : 80.14 vs. PLVJX (45.59).
| 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 | 5.648 | 6.209 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 189B | 2% |
| Annual Yield % from dividends | 1.13 | 2.06 | 55% |
| Returns for 1 year | 5.33 | 12.04 | 44% |
| Returns for 3 years | 16.69 | 35.16 | 47% |
| Returns for 5 years | 45.59 | 80.14 | 57% |
| Returns for 10 years | 40.57 | 115.74 | 35% |
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