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PVMIX vs VMVAX
PVMIX vs VMVAX Comparison
Open Charts PVMIX vs VMVAX
Principal MidCap Value I Inst
Price$15.60
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets2.43B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
PVMIX vs VMVAX Comparison Chart
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PVMIX vs. VMVAX commentary
Jun 14, 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 PVMIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. PVMIX (2.43B). VMVAX pays higher dividends than PVMIX: VMVAX (2.31) vs PVMIX (1.36). PVMIX was incepted earlier than VMVAX: PVMIX (21 years) vs VMVAX (14 years). PVMIX (0.75) is less costly to investors than VMVAX (0.07). PVMIX is a more actively managed with annual turnover of: 55.30 vs. VMVAX (19.00). 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 : 7.71 vs. PVMIX (-8.73). VMVAX return over 5 years is better than : 70.39 vs. PVMIX (35.97).
| PVMIX | VMVAX | PVMIX / VMVAX | |
| Total Expense Ratio | 0.69 | 0.07 | 986% |
| Annual Report Gross Expense Ratio | 0.75 | 0.07 | 1,071% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 0.193 | 0.658 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 29.9B | 8% |
| Annual Yield % from dividends | 1.36 | 2.31 | 59% |
| Returns for 1 year | -8.73 | 7.71 | -113% |
| Returns for 3 years | 2.63 | 25.17 | 10% |
| Returns for 5 years | 35.97 | 70.39 | 51% |
| Returns for 10 years | 14.49 | 81.01 | 18% |
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