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PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$15.75
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.81B
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
PVEJX vs VMVIX Comparison Chart
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PVEJX vs. VMVIX commentary
Jan 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. PVEJX (2.81B). 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 : 17.92 vs. PVEJX (0.57). VMVIX return over 5 years is better than : 38.27 vs. PVEJX (15.23).
| 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 | 2.949 | 2.748 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 30.1B | 9% |
| Annual Yield % from dividends | 1.02 | 2.03 | 50% |
| Returns for 1 year | 0.57 | 17.92 | 3% |
| Returns for 3 years | -6.02 | 11.63 | -52% |
| Returns for 5 years | 15.23 | 38.27 | 40% |
| Returns for 10 years | 18.95 | 93.54 | 20% |
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