Interact to see
Advertisement
Advertisement
PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$15.61
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets2.46B
Vanguard Mid-Cap Value Index Investor
Price$65.16
Change+$0.31 (+0.48%)
VolumeN/A
Net Assets30.57B
PVEJX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PVEJX vs. VMVIX commentary
Jul 17, 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: 30.6B vs. PVEJX (2.46B). VMVIX pays higher dividends than PVEJX: VMVIX (2.14) vs PVEJX (1.24). PVEJX was incepted earlier than VMVIX: PVEJX (16 years) vs VMVIX (19 years). PVEJX (0.89) is less costly to investors than VMVIX (0.19). PVEJX is a more actively managed with annual turnover of: 55.30 vs. VMVIX (19.00). 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 : 4.51 vs. PVEJX (-11.55). VMVIX return over 5 years is better than : 66.84 vs. PVEJX (32.53).
| PVEJX | VMVIX | PVEJX / VMVIX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.89 | 0.19 | 468% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 1.966 | 1.893 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 30.6B | 8% |
| Annual Yield % from dividends | 1.24 | 2.14 | 58% |
| Returns for 1 year | -11.55 | 4.51 | -256% |
| Returns for 3 years | 4.81 | 26.98 | 18% |
| Returns for 5 years | 32.53 | 66.84 | 49% |
| Returns for 10 years | 15.18 | 84.01 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement