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PVMIX vs VMVIX
PVMIX vs VMVIX Comparison
Open Charts PVMIX vs VMVIX
Principal MidCap Value I Inst
Price$16.13
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.49B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
PVMIX vs VMVIX Comparison Chart in %
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PVMIX vs. VMVIX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PVMIX (2.49B). VMVIX pays higher dividends than PVMIX: VMVIX (2.14) vs PVMIX (1.34). PVMIX was incepted earlier than VMVIX: PVMIX (22 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 (19.00). 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 : 11.86 vs. PVMIX (-5.10). VMVIX return over 5 years is better than : 76.56 vs. PVMIX (40.63).
| PVMIX | VMVIX | PVMIX / VMVIX | |
| Total Expense Ratio | 0.69 | 0.19 | 363% |
| Annual Report Gross Expense Ratio | 0.75 | 0.19 | 395% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 3.284 | 3.323 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.49B | 29.9B | 8% |
| Annual Yield % from dividends | 1.34 | 2.14 | 63% |
| Returns for 1 year | -5.10 | 11.86 | -43% |
| Returns for 3 years | 6.14 | 28.16 | 22% |
| Returns for 5 years | 40.63 | 76.56 | 53% |
| Returns for 10 years | 20.33 | 87.59 | 23% |
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