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PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$15.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.41B
Vanguard Mid-Cap Value Index Investor
Price$63.67
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets29.95B
PVEJX vs VMVIX Comparison Chart in %
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PVEJX vs. VMVIX commentary
Jun 19, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PVEJX (2.41B). VMVIX pays higher dividends than PVEJX: VMVIX (2.19) vs PVEJX (1.26). 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 : 6.89 vs. PVEJX (-9.46). VMVIX return over 5 years is better than : 68.17 vs. PVEJX (32.56).
| 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 | -0.655 | -0.068 | 967% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 29.9B | 8% |
| Annual Yield % from dividends | 1.26 | 2.19 | 57% |
| Returns for 1 year | -9.46 | 6.89 | -137% |
| Returns for 3 years | 4.80 | 28.89 | 17% |
| Returns for 5 years | 32.56 | 68.17 | 48% |
| Returns for 10 years | 8.97 | 77.07 | 12% |
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