Interact to see
Advertisement
Advertisement
PVEJX vs VMVAX
PVEJX vs VMVAX Comparison
Open Charts PVEJX vs VMVAX
Principal MidCap Value I J
Price$15.94
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.35B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
PVEJX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PVEJX vs. VMVAX commentary
Jul 28, 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: 30.6B vs. PVEJX (2.35B). VMVAX pays higher dividends than PVEJX: VMVAX (2.26) vs PVEJX (1.24). 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 : 9.76 vs. PVEJX (-7.36). VMVAX return over 5 years is better than : 71.82 vs. PVEJX (34.78).
| 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 | 4.456 | 5.532 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 30.6B | 8% |
| Annual Yield % from dividends | 1.24 | 2.26 | 55% |
| Returns for 1 year | -7.36 | 9.76 | -75% |
| Returns for 3 years | 4.09 | 28.18 | 15% |
| Returns for 5 years | 34.78 | 71.82 | 48% |
| Returns for 10 years | 20.28 | 93.07 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GOFCX | 27.45 | 0.31 | +1.14% |
| Victory Pioneer Select Mid Cap Growth C | |||
| SPMCX | 8.12 | 0.06 | +0.74% |
| Saratoga Mid Capitalization C | |||
| HMCRX | 15.31 | 0.07 | +0.46% |
| Harbor Mid Cap Retirement | |||
| SUSYX | 14.86 | 0.02 | +0.13% |
| SEI US Managed Volatility Y (SIMT) | |||
| PREJX | 27.94 | -0.06 | -0.21% |
| Principal Real Estate Securities J | |||