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PMPRX vs VMVIX
PMPRX vs VMVIX Comparison
Open Charts PMPRX vs VMVIX
Principal MidCap Value I R3
Price$14.14
Change+$0.97 (+7.37%)
VolumeN/A
Net Assets2.29B
Vanguard Mid-Cap Value Index Investor
Price$58.11
Change-$1.64 (-2.74%)
VolumeN/A
Net Assets29.86B
PMPRX vs VMVIX Comparison Chart
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PMPRX vs. VMVIX commentary
Apr 11, 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 PMPRX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PMPRX (2.29B). VMVIX pays higher dividends than PMPRX: VMVIX (2.20) vs PMPRX (1.03). PMPRX was incepted earlier than VMVIX: PMPRX (21 years) vs VMVIX (19 years). PMPRX (1.21) is less costly to investors than VMVIX (0.19). PMPRX is a more actively managed with annual turnover of: 55.30 vs. VMVIX (22.00). PMPRX has a lower initial minimum investment than VMVIX: PMPRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : -7.75 vs. PMPRX (-23.27). VMVIX return over 5 years is better than : 58.29 vs. PMPRX (25.06).
| PMPRX | VMVIX | PMPRX / VMVIX | |
| Total Expense Ratio | 1.19 | 0.19 | 626% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | -13.298 | -12.212 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 29.9B | 8% |
| Annual Yield % from dividends | 1.03 | 2.20 | 47% |
| Returns for 1 year | -23.27 | -7.75 | 300% |
| Returns for 3 years | -20.07 | -4.40 | 456% |
| Returns for 5 years | 25.06 | 58.29 | 43% |
| Returns for 10 years | -7.62 | 55.55 | -14% |
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