Ad is loading...
Ad is loading...
PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$18.62
Change-$0.12 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
PVEJX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PVEJX vs. VMVIX commentary
Nov 18, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. PVEJX (2.91B). VMVIX pays higher dividends than PVEJX: VMVIX (2.03) vs PVEJX (1.02). PVEJX was incepted earlier than VMVIX: PVEJX (16 years) vs VMVIX (18 years). PVEJX is a more actively managed with annual turnover of: 49.90 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 : 27.06 vs. PVEJX (20.99). VMVIX return over 5 years is better than : 47.37 vs. PVEJX (34.47).
| PVEJX | VMVIX | PVEJX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 15.580 | 17.315 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 30.9B | 9% |
| Annual Yield % from dividends | 1.02 | 2.03 | 50% |
| Returns for 1 year | 20.99 | 27.06 | 78% |
| Returns for 3 years | -1.75 | 13.52 | -13% |
| Returns for 5 years | 34.47 | 47.37 | 73% |
| Returns for 10 years | 20.92 | 96.63 | 22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DFGEX | 10.94 | 0.03 | +0.27% |
| DFA Global Real Estate Securities Port | |||
| DIAYX | 29.95 | -0.10 | -0.33% |
| Diamond Hill Long-Short Y | |||
| KCISX | 12.58 | -0.05 | -0.40% |
| Knights of Columbus International Eq S | |||
| ASCGX | 20.86 | -0.40 | -1.88% |
| Lisanti Small Cap Growth | |||
| CSGEX | 13.68 | -0.29 | -2.08% |
| BlackRock Advantage Small Cap Gr Inv A | |||