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PVMIX vs VMVAX
PVMIX vs VMVAX Comparison
Open Charts PVMIX vs VMVAX
Principal MidCap Value I Inst
Price$15.87
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.24B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change-$0.53 (-0.60%)
VolumeN/A
Net Assets31.8B
PVMIX vs VMVAX Comparison Chart in %
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PVMIX vs. VMVAX commentary
Nov 20, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. PVMIX (2.24B). VMVAX pays higher dividends than PVMIX: VMVAX (2.20) vs PVMIX (1.32). PVMIX was incepted earlier than VMVAX: PVMIX (22 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 : 1.00 vs. PVMIX (-14.70). VMVAX return over 5 years is better than : 52.00 vs. PVMIX (16.90).
| 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 | 22 years | 14 years | - |
| Gain YTD | 2.511 | 6.196 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 31.8B | 7% |
| Annual Yield % from dividends | 1.32 | 2.20 | 60% |
| Returns for 1 year | -14.70 | 1.00 | -1,473% |
| Returns for 3 years | -1.90 | 24.72 | -8% |
| Returns for 5 years | 16.90 | 52.00 | 32% |
| Returns for 10 years | 24.45 | 97.76 | 25% |
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