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PLVJX vs VIVIX
PLVJX vs VIVIX Comparison
Open Charts PLVJX vs VIVIX
Principal Large Cap Value III J
Price$19.87
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets3.51B
Vanguard Value Index I
Price$71.19
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
PLVJX vs VIVIX Comparison Chart in %
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PLVJX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. PLVJX (3.51B). VIVIX pays higher dividends than PLVJX: VIVIX (2.11) vs PLVJX (1.09). PLVJX was incepted earlier than VIVIX: PLVJX (25 years) vs VIVIX (27 years). PLVJX (0.95) is less costly to investors than VIVIX (0.04). PLVJX is a more actively managed with annual turnover of: 41.10 vs. VIVIX (9.00). PLVJX has a lower initial minimum investment than VIVIX: PLVJX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.74 vs. PLVJX (2.29). VIVIX return over 5 years is better than : 70.16 vs. PLVJX (37.29).
| PLVJX | VIVIX | PLVJX / VIVIX | |
| Total Expense Ratio | 0.93 | 0.04 | 2,325% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 6.885 | 7.866 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 203B | 2% |
| Annual Yield % from dividends | 1.09 | 2.11 | 52% |
| Returns for 1 year | 2.29 | 7.74 | 30% |
| Returns for 3 years | 16.24 | 36.61 | 44% |
| Returns for 5 years | 37.29 | 70.16 | 53% |
| Returns for 10 years | 50.72 | 131.61 | 39% |
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