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PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$14.22
Change+$0.97 (+7.32%)
VolumeN/A
Net Assets2.14B
Vanguard Mid-Cap Value Index Investor
Price$59.75
Change+$3.87 (+6.93%)
VolumeN/A
Net Assets29.86B
PVEJX vs VMVIX Comparison Chart
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PVEJX vs. VMVIX commentary
Apr 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PVEJX (2.14B). VMVIX pays higher dividends than PVEJX: VMVIX (2.20) vs PVEJX (1.27). PVEJX was incepted earlier than VMVIX: PVEJX (16 years) vs VMVIX (19 years). PVEJX (0.94) is less costly to investors than VMVIX (0.19). PVEJX is a more actively managed with annual turnover of: 55.30 vs. VMVIX (22.00). PVEJX has a lower initial minimum investment than VMVIX: PVEJX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : -7.75 vs. PVEJX (-22.86). VMVIX return over 5 years is better than : 58.29 vs. PVEJX (27.07).
| PVEJX | VMVIX | PVEJX / VMVIX | |
| Total Expense Ratio | 0.92 | 0.19 | 484% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | -13.172 | -12.212 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 29.9B | 7% |
| Annual Yield % from dividends | 1.27 | 2.20 | 58% |
| Returns for 1 year | -22.86 | -7.75 | 295% |
| Returns for 3 years | -19.42 | -4.40 | 441% |
| Returns for 5 years | 27.07 | 58.29 | 46% |
| Returns for 10 years | -4.88 | 55.55 | -9% |
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