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PLVJX vs VIVAX
PLVJX vs VIVAX Comparison
Open Charts PLVJX vs VIVAX
Principal Large Cap Value III J
Price$18.72
Change-$0.21 (-1.11%)
VolumeN/A
Net Assets3.47B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
PLVJX vs VIVAX Comparison Chart
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PLVJX vs. VIVAX commentary
Jun 15, 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 (3.47B). VIVAX pays higher dividends than PLVJX: VIVAX (2.16) vs PLVJX (1.17). 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 : 8.01 vs. PLVJX (0.61). VIVAX return over 5 years is better than : 72.56 vs. PLVJX (37.80).
| 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 | 0.699 | 2.419 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.47B | 189B | 2% |
| Annual Yield % from dividends | 1.17 | 2.16 | 54% |
| Returns for 1 year | 0.61 | 8.01 | 8% |
| Returns for 3 years | 12.53 | 32.20 | 39% |
| Returns for 5 years | 37.80 | 72.56 | 52% |
| Returns for 10 years | 31.73 | 103.54 | 31% |
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