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PVMIX vs VMVAX
PVMIX vs VMVAX Comparison
Open Charts PVMIX vs VMVAX
Principal MidCap Value I Inst
Price$18.66
Change-$0.10 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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PVMIX vs VMVAX Comparison Chart
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PVMIX vs. VMVAX commentary
Sep 21, 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 PVMIX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. PVMIX (2.93B). VMVAX pays higher dividends than PVMIX: VMVAX (2.14) vs PVMIX (1.18). PVMIX was incepted earlier than VMVAX: PVMIX (21 years) vs VMVAX (13 years). PVMIX is a more actively managed with annual turnover of: 49.90 vs. VMVAX (22.00). PVMIX has a lower initial minimum investment than VMVAX: PVMIX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 21.85 vs. PVMIX (18.28). VMVAX return over 5 years is better than : 48.02 vs. PVMIX (37.29).
| PVMIX | VMVAX | PVMIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 13.272 | 14.332 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 30.5B | 10% |
| Annual Yield % from dividends | 1.18 | 2.14 | 55% |
| Returns for 1 year | 18.28 | 21.85 | 84% |
| Returns for 3 years | 3.72 | 17.61 | 21% |
| Returns for 5 years | 37.29 | 48.02 | 78% |
| Returns for 10 years | 23.63 | 96.75 | 24% |