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PCMSX vs VMVIX
PCMSX vs VMVIX Comparison
Open Charts PCMSX vs VMVIX
Principal MidCap Value I R6
Price$15.78
Change-$0.29 (-1.80%)
VolumeN/A
Net Assets2.53B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
PCMSX vs VMVIX Comparison Chart
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PCMSX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. PCMSX (2.53B). VMVIX pays higher dividends than PCMSX: VMVIX (2.03) vs PCMSX (1.24). PCMSX was incepted earlier than VMVIX: PCMSX (6 years) vs VMVIX (19 years). PCMSX is a more actively managed with annual turnover of: 49.90 vs. VMVIX (22.00). 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 : 12.42 vs. PCMSX (-5.31). VMVIX return over 5 years is better than : 38.40 vs. PCMSX (16.62).
| PCMSX | VMVIX | PCMSX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 1.284 | 1.900 | 68% |
| 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 | 2.03 | 61% |
| Returns for 1 year | -5.31 | 12.42 | -43% |
| Returns for 3 years | -2.94 | 15.30 | -19% |
| Returns for 5 years | 16.62 | 38.40 | 43% |
| Returns for 10 years | N/A | 81.10 | - |
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