Ad is loading...
PFPFX vs VMVIX
PFPFX vs VMVIX Comparison
Open Charts PFPFX vs VMVIX
Poplar Forest Partners A
Price$48.18
Change+$0.53 (+1.11%)
VolumeN/A
Net Assets274.3M
Vanguard Mid-Cap Value Index Investor
Price$61.13
Change+$0.83 (+1.38%)
VolumeN/A
Net Assets29.86B
PFPFX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PFPFX 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 PFPFX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PFPFX (274M). VMVIX pays higher dividends than PFPFX: VMVIX (2.20) vs PFPFX (2.09). PFPFX was incepted earlier than VMVIX: PFPFX (15 years) vs VMVIX (19 years). PFPFX (1.32) is less costly to investors than VMVIX (0.19). PFPFX is a more actively managed with annual turnover of: 27.75 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than PFPFX: VMVIX (3000) vs PFPFX (25000). VMVIX annual gain was more profitable for investors over the last year : 2.08 vs. PFPFX (-8.63). VMVIX return over 5 years is better than : 76.14 vs. PFPFX (62.15).
| PFPFX | VMVIX | PFPFX / VMVIX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.32 | 0.19 | 695% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | -0.936 | -5.268 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 29.9B | 1% |
| Annual Yield % from dividends | 2.09 | 2.20 | 95% |
| Returns for 1 year | -8.63 | 2.08 | -414% |
| Returns for 3 years | -7.59 | 4.92 | -154% |
| Returns for 5 years | 62.15 | 76.14 | 82% |
| Returns for 10 years | 17.25 | 69.06 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers