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PCMSX vs VMVIX
PCMSX vs VMVIX Comparison
Open Charts PCMSX vs VMVIX
Principal MidCap Value I R6
Price$15.25
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets2.38B
Vanguard Mid-Cap Value Index Investor
Price$62.58
Change+$0.46 (+0.74%)
VolumeN/A
Net Assets29.07B
PCMSX vs VMVIX Comparison Chart
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PCMSX vs. VMVIX commentary
May 09, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. PCMSX (2.38B). VMVIX pays higher dividends than PCMSX: VMVIX (2.27) vs PCMSX (1.46). PCMSX was incepted earlier than VMVIX: PCMSX (6 years) vs VMVIX (19 years). PCMSX (0.65) is less costly to investors than VMVIX (0.19). PCMSX is a more actively managed with annual turnover of: 55.30 vs. VMVIX (19.00). PCMSX has a lower initial minimum investment than VMVIX: PCMSX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 3.71 vs. PCMSX (-11.74). VMVIX return over 5 years is better than : 75.04 vs. PCMSX (39.90).
| PCMSX | VMVIX | PCMSX / VMVIX | |
| Total Expense Ratio | 0.63 | 0.19 | 332% |
| Annual Report Gross Expense Ratio | 0.65 | 0.19 | 342% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | -2.632 | -2.409 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 29.1B | 8% |
| Annual Yield % from dividends | 1.46 | 2.27 | 64% |
| Returns for 1 year | -11.74 | 3.71 | -316% |
| Returns for 3 years | -4.23 | 14.10 | -30% |
| Returns for 5 years | 39.90 | 75.04 | 53% |
| Returns for 10 years | N/A | 73.59 | - |
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