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PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$16.08
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.31B
Vanguard Mid-Cap Value Index Investor
Price$69.65
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets31.8B
PVEJX vs VMVIX Comparison Chart in %
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PVEJX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. PVEJX (2.31B). VMVIX pays higher dividends than PVEJX: VMVIX (2.02) vs PVEJX (1.19). PVEJX was incepted earlier than VMVIX: PVEJX (17 years) vs VMVIX (19 years). PVEJX (0.89) is less costly to investors than VMVIX (0.19). PVEJX is a more actively managed with annual turnover of: 55.30 vs. VMVIX (19.00). PVEJX has a lower initial minimum investment than VMVIX: PVEJX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 0.92 vs. PVEJX (-15.11). VMVIX return over 5 years is better than : 51.17 vs. PVEJX (15.96).
| PVEJX | VMVIX | PVEJX / VMVIX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.89 | 0.19 | 468% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 5.701 | 9.024 | 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 | 2.02 | 59% |
| Returns for 1 year | -15.11 | 0.92 | -1,649% |
| Returns for 3 years | -2.25 | 24.50 | -9% |
| Returns for 5 years | 15.96 | 51.17 | 31% |
| Returns for 10 years | 25.35 | 101.93 | 25% |
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