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PVMIX vs VMVAX
PVMIX vs VMVAX Comparison
Open Charts PVMIX vs VMVAX
Principal MidCap Value I Inst
Price$16.14
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets2.35B
Vanguard Mid-Cap Value Index Admiral
Price$95.07
Change+$0.08 (+0.08%)
VolumeN/A
Net Assets33.17B
PVMIX vs VMVAX Comparison Chart in %
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PVMIX vs. VMVAX commentary
Jan 15, 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 PVMIX is a Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. PVMIX (2.35B). VMVAX pays higher dividends than PVMIX: VMVAX (2.10) vs PVMIX (1.10). PVMIX was incepted earlier than VMVAX: PVMIX (22 years) vs VMVAX (14 years). PVMIX (0.75) is less costly to investors than VMVAX (0.07). PVMIX is a more actively managed with annual turnover of: 55.30 vs. VMVAX (19.00). PVMIX has a lower initial minimum investment than VMVAX: PVMIX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 14.36 vs. PVMIX (4.22). VMVAX return over 5 years is better than : 49.32 vs. PVMIX (7.58).
| PVMIX | VMVAX | PVMIX / VMVAX | |
| Total Expense Ratio | 0.69 | 0.07 | 986% |
| Annual Report Gross Expense Ratio | 0.75 | 0.07 | 1,071% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 4.294 | 3.506 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 33.2B | 7% |
| Annual Yield % from dividends | 1.10 | 2.10 | 52% |
| Returns for 1 year | 4.22 | 14.36 | 29% |
| Returns for 3 years | 3.32 | 29.85 | 11% |
| Returns for 5 years | 7.58 | 49.32 | 15% |
| Returns for 10 years | 59.32 | 140.59 | 42% |
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