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PCMSX vs VMVAX
PCMSX vs VMVAX Comparison
Open Charts PCMSX vs VMVAX
Principal MidCap Value I R6
Price$16.11
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.31B
Vanguard Mid-Cap Value Index Admiral
Price$88.53
Change+$0.64 (+0.73%)
VolumeN/A
Net Assets31.04B
PCMSX vs VMVAX Comparison Chart in %
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PCMSX vs. VMVAX commentary
Aug 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 PCMSX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. PCMSX (2.31B). VMVAX pays higher dividends than PCMSX: VMVAX (2.22) vs PCMSX (1.37). PCMSX was incepted earlier than VMVAX: PCMSX (6 years) vs VMVAX (14 years). PCMSX (0.65) is less costly to investors than VMVAX (0.07). PCMSX is a more actively managed with annual turnover of: 55.30 vs. VMVAX (19.00). PCMSX has a lower initial minimum investment than VMVAX: PCMSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 7.06 vs. PCMSX (-9.43). VMVAX return over 5 years is better than : 66.55 vs. PCMSX (31.93).
| PCMSX | VMVAX | PCMSX / VMVAX | |
| Total Expense Ratio | 0.63 | 0.07 | 900% |
| Annual Report Gross Expense Ratio | 0.65 | 0.07 | 929% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 3.402 | 4.971 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 31B | 7% |
| Annual Yield % from dividends | 1.37 | 2.22 | 62% |
| Returns for 1 year | -9.43 | 7.06 | -134% |
| Returns for 3 years | -2.37 | 19.20 | -12% |
| Returns for 5 years | 31.93 | 66.55 | 48% |
| Returns for 10 years | N/A | 97.63 | - |
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