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PLVJX vs VIVAX
PLVJX vs VIVAX Comparison
Open Charts PLVJX vs VIVAX
Principal Large Cap Value III J
Price$19.87
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets3.51B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
PLVJX vs VIVAX Comparison Chart in %
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PLVJX vs. VIVAX commentary
Sep 08, 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: 203B vs. PLVJX (3.51B). VIVAX pays higher dividends than PLVJX: VIVAX (1.99) vs PLVJX (1.09). PLVJX was incepted earlier than VIVAX: PLVJX (25 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 : 7.74 vs. PLVJX (2.29). VIVAX return over 5 years is better than : 70.18 vs. PLVJX (37.29).
| PLVJX | VIVAX | PLVJX / VIVAX | |
| Total Expense Ratio | 0.93 | 0.17 | 547% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 6.885 | 7.845 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 203B | 2% |
| Annual Yield % from dividends | 1.09 | 1.99 | 55% |
| Returns for 1 year | 2.29 | 7.74 | 30% |
| Returns for 3 years | 16.24 | 36.63 | 44% |
| Returns for 5 years | 37.29 | 70.18 | 53% |
| Returns for 10 years | 50.72 | 131.64 | 39% |
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