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PCMVX vs VMVAX
PCMVX vs VMVAX Comparison
Open Charts PCMVX vs VMVAX
Principal MidCap Value I A
Price$15.40
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.42B
Vanguard Mid-Cap Value Index Admiral
Price$83.60
Change-$0.19 (-0.23%)
VolumeN/A
Net Assets29.95B
PCMVX vs VMVAX Comparison Chart
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PCMVX vs. VMVAX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. PCMVX (2.42B). VMVAX pays higher dividends than PCMVX: VMVAX (2.31) vs PCMVX (1.08). PCMVX was incepted earlier than VMVAX: PCMVX (6 years) vs VMVAX (14 years). PCMVX (1.09) is less costly to investors than VMVAX (0.07). PCMVX is a more actively managed with annual turnover of: 55.30 vs. VMVAX (19.00). 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 : 6.37 vs. PCMVX (-9.80). VMVAX return over 5 years is better than : 56.72 vs. PCMVX (22.46).
| PCMVX | VMVAX | PCMVX / VMVAX | |
| Total Expense Ratio | 1.07 | 0.07 | 1,529% |
| Annual Report Gross Expense Ratio | 1.09 | 0.07 | 1,557% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -0.581 | 0.061 | -953% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 29.9B | 8% |
| Annual Yield % from dividends | 1.08 | 2.31 | 47% |
| Returns for 1 year | -9.80 | 6.37 | -154% |
| Returns for 3 years | -7.75 | 12.81 | -60% |
| Returns for 5 years | 22.46 | 56.72 | 40% |
| Returns for 10 years | N/A | 80.09 | - |
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