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PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$16.04
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets2.37B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
PVEJX vs VMVIX Comparison Chart in %
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PVEJX vs. VMVIX commentary
Feb 04, 2026
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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. PVEJX (2.37B). VMVIX pays higher dividends than PVEJX: VMVIX (1.90) vs PVEJX (0.90). 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: 79.60 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 : 13.54 vs. PVEJX (3.12). VMVIX return over 5 years is better than : 52.64 vs. PVEJX (8.45).
| 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 | 6.366 | 5.515 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 33.2B | 7% |
| Annual Yield % from dividends | 0.90 | 1.90 | 47% |
| Returns for 1 year | 3.12 | 13.54 | 23% |
| Returns for 3 years | 1.91 | 29.32 | 7% |
| Returns for 5 years | 8.45 | 52.64 | 16% |
| Returns for 10 years | 57.81 | 142.71 | 41% |
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