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PCMVX vs VMVAX
PCMVX vs VMVAX Comparison
Open Charts PCMVX vs VMVAX
Principal MidCap Value I A
Price$15.55
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.58
Change+$1.21 (+1.45%)
VolumeN/A
CapitalizationN/A
PCMVX vs VMVAX Comparison Chart
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PCMVX vs. VMVAX commentary
Dec 24, 2024
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 PCMVX is a StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. PCMVX (2.6B). VMVAX pays higher dividends than PCMVX: VMVAX (2.14) vs PCMVX (0.79). PCMVX was incepted earlier than VMVAX: PCMVX (6 years) vs VMVAX (13 years). PCMVX is a more actively managed with annual turnover of: 49.90 vs. VMVAX (22.00). PCMVX has a lower initial minimum investment than VMVAX: PCMVX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 13.95 vs. PCMVX (-3.10). VMVAX return over 5 years is better than : 37.82 vs. PCMVX (13.13).
| PCMVX | VMVAX | PCMVX / 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 | -3.573 | 12.871 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 32.8B | 8% |
| Annual Yield % from dividends | 0.79 | 2.14 | 37% |
| Returns for 1 year | -3.10 | 13.95 | -22% |
| Returns for 3 years | -6.36 | 12.21 | -52% |
| Returns for 5 years | 13.13 | 37.82 | 35% |
| Returns for 10 years | N/A | 84.51 | - |
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