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PVMIX vs VMVAX
PVMIX vs VMVAX Comparison
Open Charts PVMIX vs VMVAX
Principal MidCap Value I Inst
Price$16.13
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.5B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
PVMIX vs VMVAX Comparison Chart in %
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PVMIX vs. VMVAX commentary
Jul 07, 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 PVMIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. PVMIX (2.5B). VMVAX pays higher dividends than PVMIX: VMVAX (2.26) vs PVMIX (1.34). 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 : 12.14 vs. PVMIX (-4.56). VMVAX return over 5 years is better than : 77.08 vs. PVMIX (41.42).
| 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 | 3.863 | 3.573 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 29.9B | 8% |
| Annual Yield % from dividends | 1.34 | 2.26 | 59% |
| Returns for 1 year | -4.56 | 12.14 | -38% |
| Returns for 3 years | 6.74 | 28.52 | 24% |
| Returns for 5 years | 41.42 | 77.08 | 54% |
| Returns for 10 years | 21.00 | 88.11 | 24% |
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