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PVEJX vs VMVAX
PVEJX vs VMVAX Comparison
Open Charts PVEJX vs VMVAX
Principal MidCap Value I J
Price$14.91
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.39B
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
PVEJX vs VMVAX Comparison Chart
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PVEJX vs. VMVAX commentary
May 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 PVEJX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. PVEJX (2.39B). VMVAX pays higher dividends than PVEJX: VMVAX (2.40) vs PVEJX (1.30). 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 : 3.48 vs. PVEJX (-12.53). VMVAX return over 5 years is better than : 76.40 vs. PVEJX (38.38).
| 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 | -2.163 | -1.683 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 29.1B | 8% |
| Annual Yield % from dividends | 1.30 | 2.40 | 54% |
| Returns for 1 year | -12.53 | 3.48 | -360% |
| Returns for 3 years | -4.21 | 15.55 | -27% |
| Returns for 5 years | 38.38 | 76.40 | 50% |
| Returns for 10 years | 8.39 | 75.65 | 11% |
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