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PVEJX vs VMVAX
PVEJX vs VMVAX Comparison
Open Charts PVEJX vs VMVAX
Principal MidCap Value I J
Price$15.77
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets2.31B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
PVEJX vs VMVAX Comparison Chart in %
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PVEJX vs. VMVAX commentary
Aug 18, 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: 31B vs. PVEJX (2.31B). VMVAX pays higher dividends than PVEJX: VMVAX (2.22) vs PVEJX (1.22). PVEJX was incepted earlier than VMVAX: PVEJX (16 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 : 7.67 vs. PVEJX (-9.59). VMVAX return over 5 years is better than : 65.15 vs. PVEJX (27.99).
| 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 | 16 years | 14 years | - |
| Gain YTD | 3.342 | 5.198 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 31B | 7% |
| Annual Yield % from dividends | 1.22 | 2.22 | 55% |
| Returns for 1 year | -9.59 | 7.67 | -125% |
| Returns for 3 years | -4.71 | 17.51 | -27% |
| Returns for 5 years | 27.99 | 65.15 | 43% |
| Returns for 10 years | 16.82 | 87.87 | 19% |
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