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PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$15.60
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.3B
Vanguard Mid-Cap Value Index Investor
Price$65.89
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets31.04B
PVEJX vs VMVIX Comparison Chart in %
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PVEJX vs. VMVIX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. PVEJX (2.3B). VMVIX pays higher dividends than PVEJX: VMVIX (2.10) vs PVEJX (1.22). 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 : 9.57 vs. PVEJX (-6.93). VMVIX return over 5 years is better than : 63.67 vs. PVEJX (28.36).
| 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 | 2.359 | 3.338 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 31B | 7% |
| Annual Yield % from dividends | 1.22 | 2.10 | 58% |
| Returns for 1 year | -6.93 | 9.57 | -72% |
| Returns for 3 years | -1.62 | 20.88 | -8% |
| Returns for 5 years | 28.36 | 63.67 | 45% |
| Returns for 10 years | 15.78 | 84.72 | 19% |
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