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PVEJX vs VMVAX
PVEJX vs VMVAX Comparison
Open Charts PVEJX vs VMVAX
Principal MidCap Value I J
Price$15.17
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.42B
Vanguard Mid-Cap Value Index Admiral
Price$83.60
Change-$0.19 (-0.23%)
VolumeN/A
Net Assets29.95B
PVEJX vs VMVAX Comparison Chart
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PVEJX vs. VMVAX commentary
Jun 07, 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 PVEJX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. PVEJX (2.42B). VMVAX pays higher dividends than PVEJX: VMVAX (2.31) vs PVEJX (1.26). PVEJX was incepted earlier than VMVAX: PVEJX (16 years) vs VMVAX (14 years). PVEJX (0.89) is less costly to investors than VMVAX (0.07). PVEJX is a more actively managed with annual turnover of: 55.30 vs. VMVAX (19.00). PVEJX has a lower initial minimum investment than VMVAX: PVEJX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 6.37 vs. PVEJX (-9.81). VMVAX return over 5 years is better than : 56.72 vs. PVEJX (23.19).
| PVEJX | VMVAX | PVEJX / VMVAX | |
| Total Expense Ratio | 0.87 | 0.07 | 1,243% |
| Annual Report Gross Expense Ratio | 0.89 | 0.07 | 1,271% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -0.459 | 0.061 | -753% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 29.9B | 8% |
| Annual Yield % from dividends | 1.26 | 2.31 | 54% |
| Returns for 1 year | -9.81 | 6.37 | -154% |
| Returns for 3 years | -7.57 | 12.81 | -59% |
| Returns for 5 years | 23.19 | 56.72 | 41% |
| Returns for 10 years | 10.64 | 80.09 | 13% |
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