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PVMIX vs VMVAX
PVMIX vs VMVAX Comparison
Open Charts PVMIX vs VMVAX
Principal MidCap Value I Inst
Price$18.20
Change-$0.55 (-2.93%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
PVMIX vs VMVAX Comparison Chart
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PVMIX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. PVMIX (2.85B). 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). PVMIX (11.33) and VMVAX (11.15) have marching annual gain over last year. PVMIX (36.47) and VMVAX (36.17) have equivalent 5 years return.
| 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 | 14.679 | 11.523 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 32.8B | 9% |
| Annual Yield % from dividends | 1.18 | 2.14 | 55% |
| Returns for 1 year | 11.33 | 11.15 | 102% |
| Returns for 3 years | 1.57 | 11.18 | 14% |
| Returns for 5 years | 36.47 | 36.17 | 101% |
| Returns for 10 years | 39.01 | 83.84 | 47% |
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