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PLVJX vs VIVIX
PLVJX vs VIVIX Comparison
Open Charts PLVJX vs VIVIX
Principal Large Cap Value III J
Price$20.05
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets3.5B
Vanguard Value Index I
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
PLVJX vs VIVIX Comparison Chart in %
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PLVJX vs. VIVIX commentary
Sep 28, 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 (3.5B). 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 : 7.68 vs. PLVJX (0.21). VIVIX return over 5 years is better than : 81.82 vs. PLVJX (43.85).
| 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 | 7.854 | 10.260 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 203B | 2% |
| Annual Yield % from dividends | 1.09 | 2.11 | 52% |
| Returns for 1 year | 0.21 | 7.68 | 3% |
| Returns for 3 years | 25.98 | 50.25 | 52% |
| Returns for 5 years | 43.85 | 81.82 | 54% |
| Returns for 10 years | 59.15 | 147.68 | 40% |
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