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PLVJX vs VVIAX
PLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAX
Principal Large Cap Value III J
Price$19.64
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets3.55B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
PLVJX vs VVIAX Comparison Chart in %
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PLVJX vs. VVIAX commentary
Jul 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. PLVJX (3.55B). VVIAX pays higher dividends than PLVJX: VVIAX (2.18) vs PLVJX (1.13). PLVJX was incepted earlier than VVIAX: PLVJX (24 years) vs VVIAX (25 years). PLVJX (0.95) is less costly to investors than VVIAX (0.05). PLVJX is a more actively managed with annual turnover of: 41.10 vs. VVIAX (9.00). PLVJX has a lower initial minimum investment than VVIAX: PLVJX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. PLVJX (5.33). VVIAX return over 5 years is better than : 80.13 vs. PLVJX (45.59).
| PLVJX | VVIAX | PLVJX / VVIAX | |
| Total Expense Ratio | 0.93 | 0.05 | 1,860% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 5.648 | 6.198 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 189B | 2% |
| Annual Yield % from dividends | 1.13 | 2.18 | 52% |
| Returns for 1 year | 5.33 | 12.03 | 44% |
| Returns for 3 years | 16.69 | 35.17 | 47% |
| Returns for 5 years | 45.59 | 80.13 | 57% |
| Returns for 10 years | 40.57 | 115.67 | 35% |
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