PLVJX
Price
$20.05
Change
+$0.16 (+0.80%)
Updated
Sep 26 closing price
Net Assets
3.5B
VVIAX
Price
$72.77
Change
+$0.60 (+0.83%)
Updated
Sep 26 closing price
Net Assets
202.84B
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PLVJX vs VVIAX

Header iconPLVJX vs VVIAX Comparison
Open Charts PLVJX vs VVIAXBanner chart's image
Principal Large Cap Value III J
Price$20.05
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets3.5B
Vanguard Value Index Adm
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
PLVJX vs VVIAX Comparison Chart in %
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PLVJX vs. VVIAX 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 VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. PLVJX (3.5B). VVIAX pays higher dividends than PLVJX: VVIAX (2.10) vs PLVJX (1.09). PLVJX was incepted earlier than VVIAX: PLVJX (25 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 : 7.68 vs. PLVJX (0.21). VVIAX return over 5 years is better than : 81.82 vs. PLVJX (43.85).
PLVJXVVIAXPLVJX / VVIAX
Total Expense Ratio0.930.051,860%
Annual Report Gross Expense Ratio0.950.051,900%
Fund Existence25 years25 years-
Gain YTD7.85410.24377%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets3.5B203B2%
Annual Yield % from dividends1.092.1052%
Returns for 1 year0.217.683%
Returns for 3 years25.9850.2552%
Returns for 5 years43.8581.8254%
Returns for 10 years59.15147.6840%
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