Ad is loading...
Ad is loading...
PVEJX vs VMVAX
PVEJX vs VMVAX Comparison
Open Charts PVEJX vs VMVAX
Principal MidCap Value I J
Price$18.62
Change-$0.12 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
PVEJX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PVEJX vs. VMVAX commentary
Nov 18, 2024
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: 30.9B vs. PVEJX (2.91B). VMVAX pays higher dividends than PVEJX: VMVAX (2.14) vs PVEJX (1.02). PVEJX was incepted earlier than VMVAX: PVEJX (16 years) vs VMVAX (13 years). PVEJX is a more actively managed with annual turnover of: 49.90 vs. VMVAX (22.00). 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 : 27.09 vs. PVEJX (20.99). VMVAX return over 5 years is better than : 47.45 vs. PVEJX (34.47).
| PVEJX | VMVAX | PVEJX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 15.580 | 17.355 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 30.9B | 9% |
| Annual Yield % from dividends | 1.02 | 2.14 | 48% |
| Returns for 1 year | 20.99 | 27.09 | 77% |
| Returns for 3 years | -1.75 | 13.54 | -13% |
| Returns for 5 years | 34.47 | 47.45 | 73% |
| Returns for 10 years | 20.92 | 96.84 | 22% |
View a ticker or compare two or three
VS
VS
Ad is loading...