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PCMSX vs VMVAX
PCMSX vs VMVAX Comparison
Open Charts PCMSX vs VMVAX
Principal MidCap Value I R6
Price$15.78
Change-$0.29 (-1.80%)
VolumeN/A
Net Assets2.53B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
PCMSX vs VMVAX Comparison Chart
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PCMSX vs. VMVAX commentary
Feb 23, 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 PCMSX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. PCMSX (2.53B). VMVAX pays higher dividends than PCMSX: VMVAX (2.14) vs PCMSX (1.24). PCMSX was incepted earlier than VMVAX: PCMSX (6 years) vs VMVAX (13 years). PCMSX is a more actively managed with annual turnover of: 49.90 vs. VMVAX (22.00). PCMSX has a lower initial minimum investment than VMVAX: PCMSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.44 vs. PCMSX (-5.31). VMVAX return over 5 years is better than : 38.46 vs. PCMSX (16.62).
| PCMSX | VMVAX | PCMSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 1.284 | 1.921 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.53B | 30.9B | 8% |
| Annual Yield % from dividends | 1.24 | 2.14 | 58% |
| Returns for 1 year | -5.31 | 12.44 | -43% |
| Returns for 3 years | -2.94 | 15.34 | -19% |
| Returns for 5 years | 16.62 | 38.46 | 43% |
| Returns for 10 years | N/A | 81.26 | - |
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