PLVJX
Price
$19.65
Change
-$0.09 (-0.46%)
Updated
Jul 28 closing price
Net Assets
3.54B
VIVIX
Price
$70.10
Change
-$0.34 (-0.48%)
Updated
Jul 28 closing price
Net Assets
195.18B
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PLVJX vs VIVIX

Header iconPLVJX vs VIVIX Comparison
Open Charts PLVJX vs VIVIXBanner chart's image
Principal Large Cap Value III J
Price$19.65
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets3.54B
Vanguard Value Index I
Price$70.10
Change-$0.34 (-0.48%)
VolumeN/A
Net Assets195.18B
PLVJX vs VIVIX Comparison Chart in %
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PLVJX vs. VIVIX commentary
Jul 29, 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.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. PLVJX (3.54B). VIVIX pays higher dividends than PLVJX: VIVIX (2.19) vs PLVJX (1.13). PLVJX was incepted earlier than VIVIX: PLVJX (24 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 : 7.77 vs. PLVJX (2.67). VIVIX return over 5 years is better than : 72.23 vs. PLVJX (38.88).
PLVJXVIVIXPLVJX / VIVIX
Total Expense Ratio0.930.042,325%
Annual Report Gross Expense Ratio0.950.042,375%
Fund Existence24 years27 years-
Gain YTD5.7026.21592%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.54B195B2%
Annual Yield % from dividends1.132.1951%
Returns for 1 year2.677.7734%
Returns for 3 years11.1529.9437%
Returns for 5 years38.8872.2354%
Returns for 10 years39.49114.0335%
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