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PVEJX vs VMVAX
PVEJX vs VMVAX Comparison
Open Charts PVEJX vs VMVAX
Principal MidCap Value I J
Price$16.08
Change+$0.15 (+0.94%)
VolumeN/A
Net Assets2.35B
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
PVEJX vs VMVAX Comparison Chart in %
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PVEJX vs. VMVAX commentary
Sep 07, 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 PVEJX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. PVEJX (2.35B). VMVAX pays higher dividends than PVEJX: VMVAX (2.15) vs PVEJX (1.20). PVEJX was incepted earlier than VMVAX: PVEJX (17 years) vs VMVAX (14 years). PVEJX (0.89) is less costly to investors than VMVAX (0.07). PVEJX is a more actively managed with annual turnover of: 55.30 vs. VMVAX (19.00). PVEJX has a lower initial minimum investment than VMVAX: PVEJX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 7.20 vs. PVEJX (-8.41). VMVAX return over 5 years is better than : 67.70 vs. PVEJX (31.65).
| PVEJX | VMVAX | PVEJX / VMVAX | |
| Total Expense Ratio | 0.87 | 0.07 | 1,243% |
| Annual Report Gross Expense Ratio | 0.89 | 0.07 | 1,271% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 5.636 | 6.882 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 32B | 7% |
| Annual Yield % from dividends | 1.20 | 2.15 | 56% |
| Returns for 1 year | -8.41 | 7.20 | -117% |
| Returns for 3 years | 5.40 | 29.26 | 18% |
| Returns for 5 years | 31.65 | 67.70 | 47% |
| Returns for 10 years | 26.98 | 101.90 | 26% |
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