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MVCAX vs PABVX
MVCAX vs PABVX Comparison
Open Charts MVCAX vs PABVX
Principal MidCap Value I R5
Price$15.95
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets2.5B
MVCAX vs PABVX Comparison Chart in %
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MVCAX vs. PABVX 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 MVCAX is a Buy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PABVX (2.5B). PABVX pays higher dividends than MVCAX: PABVX (1.23) vs MVCAX (0.87). 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 : 1.09 vs. PABVX (-4.92). MVCAX return over 5 years is better than : 60.39 vs. PABVX (39.89).
| 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 | 2.934 | 3.706 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 2.5B | 691% |
| Annual Yield % from dividends | 0.87 | 1.23 | 71% |
| Returns for 1 year | 1.09 | -4.92 | -22% |
| Returns for 3 years | 18.70 | 5.96 | 314% |
| Returns for 5 years | 60.39 | 39.89 | 151% |
| Returns for 10 years | 64.61 | 18.19 | 355% |
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