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PVEJX vs VMVAX
PVEJX vs VMVAX Comparison
Open Charts PVEJX vs VMVAX
Principal MidCap Value I J
Price$15.78
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets2.49B
Vanguard Mid-Cap Value Index Admiral
Price$86.21
Change+$0.26 (+0.30%)
VolumeN/A
Net Assets30.57B
PVEJX vs VMVAX Comparison Chart in %
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PVEJX vs. VMVAX commentary
Jul 09, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. PVEJX (2.49B). VMVAX pays higher dividends than PVEJX: VMVAX (2.26) vs PVEJX (1.24). 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 : 11.12 vs. PVEJX (-5.33). VMVAX return over 5 years is better than : 79.35 vs. PVEJX (42.65).
| 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 | 3.080 | 2.654 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.49B | 30.6B | 8% |
| Annual Yield % from dividends | 1.24 | 2.26 | 55% |
| Returns for 1 year | -5.33 | 11.12 | -48% |
| Returns for 3 years | 5.34 | 27.47 | 19% |
| Returns for 5 years | 42.65 | 79.35 | 54% |
| Returns for 10 years | 16.99 | 86.40 | 20% |
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