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PVEJX vs VMVAX
PVEJX vs VMVAX Comparison
Open Charts PVEJX vs VMVAX
Principal MidCap Value I J
Price$15.14
Change-$0.18 (-1.17%)
VolumeN/A
Net Assets2.41B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
PVEJX vs VMVAX Comparison Chart
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PVEJX vs. VMVAX commentary
Jun 15, 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: 29.9B vs. PVEJX (2.41B). VMVAX pays higher dividends than PVEJX: VMVAX (2.31) vs PVEJX (1.26). 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 : 7.23 vs. PVEJX (-9.52). VMVAX return over 5 years is better than : 69.23 vs. PVEJX (33.05).
| 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 | -0.786 | -0.023 | 3,470% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 29.9B | 8% |
| Annual Yield % from dividends | 1.26 | 2.31 | 54% |
| Returns for 1 year | -9.52 | 7.23 | -132% |
| Returns for 3 years | 1.25 | 24.99 | 5% |
| Returns for 5 years | 33.05 | 69.23 | 48% |
| Returns for 10 years | 9.55 | 78.81 | 12% |
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