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PCMVX vs VMVIX
PCMVX vs VMVIX Comparison
Open Charts PCMVX vs VMVIX
Principal MidCap Value I A
Price$14.51
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets2.28B
Vanguard Mid-Cap Value Index Investor
Price$60.30
Change+$0.31 (+0.52%)
VolumeN/A
Net Assets29.86B
PCMVX vs VMVIX Comparison Chart
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PCMVX vs. VMVIX commentary
Apr 25, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PCMVX (2.28B). VMVIX pays higher dividends than PCMVX: VMVIX (2.20) vs PCMVX (1.09). PCMVX was incepted earlier than VMVIX: PCMVX (6 years) vs VMVIX (19 years). PCMVX (1.14) is less costly to investors than VMVIX (0.19). PCMVX is a more actively managed with annual turnover of: 55.30 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 : 1.70 vs. PCMVX (-14.55). VMVIX return over 5 years is better than : 75.24 vs. PCMVX (38.97).
| PCMVX | VMVIX | PCMVX / VMVIX | |
| Total Expense Ratio | 1.12 | 0.19 | 589% |
| Annual Report Gross Expense Ratio | 1.14 | 0.19 | 600% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | -6.903 | -5.755 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 29.9B | 8% |
| Annual Yield % from dividends | 1.09 | 2.20 | 50% |
| Returns for 1 year | -14.55 | 1.70 | -858% |
| Returns for 3 years | -13.21 | 4.08 | -324% |
| Returns for 5 years | 38.97 | 75.24 | 52% |
| Returns for 10 years | N/A | 66.99 | - |
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