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PVEJX vs VMVIX
PVEJX vs VMVIX Comparison
Open Charts PVEJX vs VMVIX
Principal MidCap Value I J
Price$15.94
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.35B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
PVEJX vs VMVIX Comparison Chart in %
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PVEJX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. PVEJX (2.35B). VMVIX pays higher dividends than PVEJX: VMVIX (2.14) vs PVEJX (1.24). PVEJX was incepted earlier than VMVIX: PVEJX (16 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 : 9.75 vs. PVEJX (-7.36). VMVIX return over 5 years is better than : 71.74 vs. PVEJX (34.78).
| PVEJX | VMVIX | PVEJX / VMVIX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.89 | 0.19 | 468% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 4.456 | 5.522 | 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 | 2.14 | 58% |
| Returns for 1 year | -7.36 | 9.75 | -76% |
| Returns for 3 years | 4.09 | 28.14 | 15% |
| Returns for 5 years | 34.78 | 71.74 | 48% |
| Returns for 10 years | 20.28 | 93.04 | 22% |
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