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PABVX vs VMVAX
PABVX vs VMVAX Comparison
Open Charts PABVX vs VMVAX
Principal MidCap Value I R5
Price$16.17
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets2.37B
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
PABVX vs VMVAX Comparison Chart in %
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PABVX vs. VMVAX commentary
Feb 04, 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 PABVX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. PABVX (2.37B). VMVAX pays higher dividends than PABVX: VMVAX (2.01) vs PABVX (0.86). PABVX was incepted earlier than VMVAX: PABVX (22 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: 79.60 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 : 13.53 vs. PABVX (3.13). VMVAX return over 5 years is better than : 52.71 vs. PABVX (8.62).
| 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 | 22 years | 14 years | - |
| Gain YTD | 6.312 | 5.509 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 33.2B | 7% |
| Annual Yield % from dividends | 0.86 | 2.01 | 43% |
| Returns for 1 year | 3.13 | 13.53 | 23% |
| Returns for 3 years | 1.99 | 29.37 | 7% |
| Returns for 5 years | 8.62 | 52.71 | 16% |
| Returns for 10 years | 58.68 | 142.89 | 41% |
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