Ad is loading...
PCMVX vs VMVIX
PCMVX vs VMVIX Comparison
Open Charts PCMVX vs VMVIX
Principal MidCap Value I A
Price$16.05
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets2.85B
Vanguard Mid-Cap Value Index Investor
Price$65.58
Change-$0.58 (-0.88%)
VolumeN/A
Net Assets30.1B
PCMVX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCMVX vs. VMVIX commentary
Jan 23, 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. PCMVX (2.85B). 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 : 16.93 vs. PCMVX (-0.29). VMVIX return over 5 years is better than : 40.11 vs. PCMVX (17.01).
| 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 | 3.548 | 2.968 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 30.1B | 9% |
| Annual Yield % from dividends | 0.79 | 2.03 | 39% |
| Returns for 1 year | -0.29 | 16.93 | -2% |
| Returns for 3 years | -1.38 | 16.50 | -8% |
| Returns for 5 years | 17.01 | 40.11 | 42% |
| Returns for 10 years | N/A | 90.95 | - |