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PABVX vs VMVAX
PABVX vs VMVAX Comparison
Open Charts PABVX vs VMVAX
Principal MidCap Value I R5
Price$16.25
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.36B
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
PABVX vs VMVAX Comparison Chart in %
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PABVX vs. VMVAX commentary
Sep 08, 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 PABVX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. PABVX (2.36B). VMVAX pays higher dividends than PABVX: VMVAX (2.15) vs PABVX (1.19). PABVX was incepted earlier than VMVAX: PABVX (21 years) vs VMVAX (14 years). PABVX (0.90) is less costly to investors than VMVAX (0.07). PABVX is a more actively managed with annual turnover of: 55.30 vs. VMVAX (19.00). PABVX has a lower initial minimum investment than VMVAX: PABVX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 7.20 vs. PABVX (-8.35). VMVAX return over 5 years is better than : 67.70 vs. PABVX (31.95).
| PABVX | VMVAX | PABVX / VMVAX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 5.657 | 6.882 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 32B | 7% |
| Annual Yield % from dividends | 1.19 | 2.15 | 55% |
| Returns for 1 year | -8.35 | 7.20 | -116% |
| Returns for 3 years | 5.57 | 29.26 | 19% |
| Returns for 5 years | 31.95 | 67.70 | 47% |
| Returns for 10 years | 27.86 | 101.90 | 27% |
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