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PCMVX vs VMVAX
PCMVX vs VMVAX Comparison
Open Charts PCMVX vs VMVAX
Principal MidCap Value I A
Price$14.69
Change-$0.71 (-4.61%)
VolumeN/A
Net Assets2.46B
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
PCMVX vs VMVAX Comparison Chart
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PCMVX vs. VMVAX commentary
Apr 04, 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 PCMVX is a Buy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. PCMVX (2.46B). VMVAX pays higher dividends than PCMVX: VMVAX (2.33) vs PCMVX (1.09). PCMVX was incepted earlier than VMVAX: PCMVX (6 years) vs VMVAX (14 years). PCMVX (1.14) is less costly to investors than VMVAX (0.07). PCMVX is a more actively managed with annual turnover of: 55.30 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 : 5.64 vs. PCMVX (-11.64). VMVAX return over 5 years is better than : 116.47 vs. PCMVX (70.20).
| PCMVX | VMVAX | PCMVX / VMVAX | |
| Total Expense Ratio | 1.12 | 0.07 | 1,600% |
| Annual Report Gross Expense Ratio | 1.14 | 0.07 | 1,629% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -0.645 | 0.252 | -256% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 30.8B | 8% |
| Annual Yield % from dividends | 1.09 | 2.33 | 47% |
| Returns for 1 year | -11.64 | 5.64 | -207% |
| Returns for 3 years | -8.77 | 8.98 | -98% |
| Returns for 5 years | 70.20 | 116.47 | 60% |
| Returns for 10 years | N/A | 78.55 | - |
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