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MVCAX vs PABVX
MVCAX vs PABVX Comparison
Open Charts MVCAX vs PABVX
Principal MidCap Value I R5
Price$15.99
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.3B
MVCAX vs PABVX Comparison Chart in %
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MVCAX vs. PABVX commentary
Oct 18, 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 MVCAX is a Hold and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PABVX (2.3B). PABVX pays higher dividends than MVCAX: PABVX (1.18) vs MVCAX (0.84). MVCAX was incepted earlier than PABVX: MVCAX (24 years) vs PABVX (21 years). MVCAX (1.00) is less costly to investors than PABVX (0.90). PABVX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). PABVX has a lower initial minimum investment than MVCAX: PABVX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -9.14 vs. PABVX (-13.98). MVCAX return over 5 years is better than : 44.40 vs. PABVX (26.13).
| MVCAX | PABVX | MVCAX / PABVX | |
| Total Expense Ratio | 0.99 | 0.88 | 113% |
| Annual Report Gross Expense Ratio | 1.00 | 0.90 | 111% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 3.585 | 3.966 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 2.3B | 735% |
| Annual Yield % from dividends | 0.84 | 1.18 | 71% |
| Returns for 1 year | -9.14 | -13.98 | 65% |
| Returns for 3 years | 20.07 | 6.57 | 305% |
| Returns for 5 years | 44.40 | 26.13 | 170% |
| Returns for 10 years | 70.98 | 24.12 | 294% |
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