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PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$15.45
Change-$0.29 (-1.84%)
VolumeN/A
Net Assets2.53B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
PVEJX vs VMVIX Comparison Chart
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PVEJX vs. VMVIX commentary
Feb 23, 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: 30.9B vs. PVEJX (2.53B). VMVIX pays higher dividends than PVEJX: VMVIX (2.03) vs PVEJX (1.02). PVEJX was incepted earlier than VMVIX: PVEJX (16 years) vs VMVIX (19 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 : 12.42 vs. PVEJX (-5.84). VMVIX return over 5 years is better than : 38.40 vs. PVEJX (14.68).
| PVEJX | VMVIX | PVEJX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 1.245 | 1.900 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.53B | 30.9B | 8% |
| Annual Yield % from dividends | 1.02 | 2.03 | 50% |
| Returns for 1 year | -5.84 | 12.42 | -47% |
| Returns for 3 years | -3.88 | 15.30 | -25% |
| Returns for 5 years | 14.68 | 38.40 | 38% |
| Returns for 10 years | 11.20 | 81.10 | 14% |
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