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PABVX vs VMVAX
PABVX vs VMVAX Comparison
Open Charts PABVX vs VMVAX
Principal MidCap Value I R5
Price$15.89
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets2.31B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
PABVX vs VMVAX Comparison Chart in %
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PABVX vs. VMVAX commentary
Aug 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: 31B vs. PABVX (2.31B). VMVAX pays higher dividends than PABVX: VMVAX (2.22) vs PABVX (1.22). 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 : 7.67 vs. PABVX (-9.53). VMVAX return over 5 years is better than : 65.15 vs. PABVX (28.14).
| 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 | 3.316 | 5.198 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 31B | 7% |
| Annual Yield % from dividends | 1.22 | 2.22 | 55% |
| Returns for 1 year | -9.53 | 7.67 | -124% |
| Returns for 3 years | -4.62 | 17.51 | -26% |
| Returns for 5 years | 28.14 | 65.15 | 43% |
| Returns for 10 years | 17.59 | 87.87 | 20% |
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