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PCMVX vs VMVIX
PCMVX vs VMVIX Comparison
Open Charts PCMVX vs VMVIX
Principal MidCap Value I A
Price$15.55
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$64.27
Change+$0.92 (+1.45%)
VolumeN/A
CapitalizationN/A
PCMVX vs VMVIX Comparison Chart
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PCMVX vs. VMVIX 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. PCMVX (2.6B). VMVIX pays higher dividends than PCMVX: VMVIX (2.03) vs PCMVX (0.79). PCMVX was incepted earlier than VMVIX: PCMVX (6 years) vs VMVIX (18 years). PCMVX is a more actively managed with annual turnover of: 49.90 vs. VMVIX (22.00). PCMVX has a lower initial minimum investment than VMVIX: PCMVX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 13.90 vs. PCMVX (-3.10). VMVIX return over 5 years is better than : 37.73 vs. PCMVX (13.13).
| PCMVX | VMVIX | PCMVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | -3.573 | 12.821 | -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 | 2.03 | 39% |
| Returns for 1 year | -3.10 | 13.90 | -22% |
| Returns for 3 years | -6.36 | 12.18 | -52% |
| Returns for 5 years | 13.13 | 37.73 | 35% |
| Returns for 10 years | N/A | 84.28 | - |
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