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PABVX vs VMVAX
PABVX vs VMVAX Comparison
Open Charts PABVX vs VMVAX
Principal MidCap Value I R5
Price$15.95
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets2.5B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
PABVX vs VMVAX Comparison Chart in %
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PABVX 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 PABVX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. PABVX (2.5B). VMVAX pays higher dividends than PABVX: VMVAX (2.26) vs PABVX (1.23). 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 : 12.14 vs. PABVX (-4.92). VMVAX return over 5 years is better than : 77.08 vs. PABVX (39.89).
| 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 | 3.706 | 3.573 | 104% |
| 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 | 1.23 | 2.26 | 54% |
| Returns for 1 year | -4.92 | 12.14 | -40% |
| Returns for 3 years | 5.96 | 28.52 | 21% |
| Returns for 5 years | 39.89 | 77.08 | 52% |
| Returns for 10 years | 18.19 | 88.11 | 21% |
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