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PVEJX vs VMVAX
PVEJX vs VMVAX Comparison
Open Charts PVEJX vs VMVAX
Principal MidCap Value I J
Price$17.91
Change-$0.54 (-2.93%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
PVEJX vs VMVAX Comparison Chart
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PVEJX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. PVEJX (2.85B). 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 (11.15) and PVEJX (11.11) have marching annual gain over last year. VMVAX (36.17) and PVEJX (35.15) have equivalent 5 years return.
| 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 | 14.525 | 11.523 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 32.8B | 9% |
| Annual Yield % from dividends | 1.02 | 2.14 | 48% |
| Returns for 1 year | 11.11 | 11.15 | 100% |
| Returns for 3 years | 0.95 | 11.18 | 8% |
| Returns for 5 years | 35.15 | 36.17 | 97% |
| Returns for 10 years | 35.14 | 83.84 | 42% |
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