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PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$16.07
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets2.35B
Vanguard Mid-Cap Value Index Investor
Price$68.69
Change-$0.27 (-0.39%)
VolumeN/A
Net Assets32.47B
PVEJX vs VMVIX Comparison Chart in %
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PVEJX vs. VMVIX commentary
Oct 09, 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: 32.5B vs. PVEJX (2.35B). VMVIX pays higher dividends than PVEJX: VMVIX (2.05) vs PVEJX (1.19). PVEJX was incepted earlier than VMVIX: PVEJX (17 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 : 5.98 vs. PVEJX (-10.34). VMVIX return over 5 years is better than : 65.13 vs. PVEJX (28.17).
| PVEJX | VMVIX | PVEJX / VMVIX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.89 | 0.19 | 468% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 5.963 | 8.380 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 32.5B | 7% |
| Annual Yield % from dividends | 1.19 | 2.05 | 58% |
| Returns for 1 year | -10.34 | 5.98 | -173% |
| Returns for 3 years | 11.48 | 42.59 | 27% |
| Returns for 5 years | 28.17 | 65.13 | 43% |
| Returns for 10 years | 25.75 | 103.00 | 25% |
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