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PABVX vs VMVAX
PABVX vs VMVAX Comparison
Open Charts PABVX vs VMVAX
Principal MidCap Value I R5
Price$15.99
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.3B
Vanguard Mid-Cap Value Index Admiral
Price$89.01
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets32.47B
PABVX vs VMVAX Comparison Chart in %
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PABVX vs. VMVAX 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 PABVX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. PABVX (2.3B). VMVAX pays higher dividends than PABVX: VMVAX (2.17) vs PABVX (1.18). 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 : 1.20 vs. PABVX (-13.98). VMVAX return over 5 years is better than : 63.10 vs. PABVX (26.13).
| 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 | 3.966 | 6.339 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 32.5B | 7% |
| Annual Yield % from dividends | 1.18 | 2.17 | 55% |
| Returns for 1 year | -13.98 | 1.20 | -1,162% |
| Returns for 3 years | 6.57 | 36.10 | 18% |
| Returns for 5 years | 26.13 | 63.10 | 41% |
| Returns for 10 years | 24.12 | 99.51 | 24% |
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