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PVMIX vs VMVIX
PVMIX vs VMVIX Comparison
Open Charts PVMIX vs VMVIX
Principal MidCap Value I Inst
Price$14.27
Change+$0.21 (+1.49%)
VolumeN/A
Net Assets2.23B
Vanguard Mid-Cap Value Index Investor
Price$59.04
Change+$0.93 (+1.60%)
VolumeN/A
Net Assets29.86B
PVMIX vs VMVIX Comparison Chart
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PVMIX vs. VMVIX commentary
Apr 12, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PVMIX (2.23B). VMVIX pays higher dividends than PVMIX: VMVIX (2.20) vs PVMIX (1.37). PVMIX was incepted earlier than VMVIX: PVMIX (21 years) vs VMVIX (19 years). PVMIX (0.75) is less costly to investors than VMVIX (0.19). PVMIX is a more actively managed with annual turnover of: 55.30 vs. VMVIX (22.00). PVMIX has a lower initial minimum investment than VMVIX: PVMIX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : -2.14 vs. PVMIX (-17.86). VMVIX return over 5 years is better than : 64.61 vs. PVMIX (34.05).
| PVMIX | VMVIX | PVMIX / VMVIX | |
| Total Expense Ratio | 0.69 | 0.19 | 363% |
| Annual Report Gross Expense Ratio | 0.75 | 0.19 | 395% |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | -9.466 | -8.708 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 29.9B | 7% |
| Annual Yield % from dividends | 1.37 | 2.20 | 62% |
| Returns for 1 year | -17.86 | -2.14 | 836% |
| Returns for 3 years | -14.84 | 0.16 | -9,208% |
| Returns for 5 years | 34.05 | 64.61 | 53% |
| Returns for 10 years | 2.37 | 62.20 | 4% |
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