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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-$0.05 (-0.31%)
VolumeN/A
Net Assets2.31B
Vanguard Mid-Cap Value Index Admiral
Price$91.65
Change+$0.65 (+0.71%)
VolumeN/A
Net Assets31.8B
PVEJX vs VMVAX Comparison Chart in %
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PVEJX vs. VMVAX commentary
Dec 04, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. PVEJX (2.31B). VMVAX pays higher dividends than PVEJX: VMVAX (2.14) vs PVEJX (1.19). 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 : 0.92 vs. PVEJX (-15.11). VMVAX return over 5 years is better than : 51.23 vs. PVEJX (15.96).
| 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 | 5.701 | 9.051 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 31.8B | 7% |
| Annual Yield % from dividends | 1.19 | 2.14 | 56% |
| Returns for 1 year | -15.11 | 0.92 | -1,642% |
| Returns for 3 years | -2.25 | 24.53 | -9% |
| Returns for 5 years | 15.96 | 51.23 | 31% |
| Returns for 10 years | 25.35 | 102.11 | 25% |
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