PABVX
Price
$16.06
Change
+$0.06 (+0.38%)
Updated
Jul 25 closing price
Net Assets
2.35B
VMVIX
Price
$67.16
Change
+$0.44 (+0.66%)
Updated
Jul 25 closing price
Net Assets
30.57B
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PABVX vs VMVIX

Header iconPABVX vs VMVIX Comparison
Open Charts PABVX vs VMVIXBanner chart's image
Principal MidCap Value I R5
Price$16.06
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.35B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
PABVX vs VMVIX Comparison Chart in %
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PABVX vs. VMVIX commentary
Jul 28, 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 VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. PABVX (2.35B). VMVIX pays higher dividends than PABVX: VMVIX (2.14) vs PABVX (1.23). PABVX was incepted earlier than VMVIX: PABVX (21 years) vs VMVIX (19 years). PABVX (0.90) is less costly to investors than VMVIX (0.19). PABVX is a more actively managed with annual turnover of: 55.30 vs. VMVIX (19.00). PABVX has a lower initial minimum investment than VMVIX: PABVX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.75 vs. PABVX (-7.36). VMVIX return over 5 years is better than : 71.74 vs. PABVX (35.00).
PABVXVMVIXPABVX / VMVIX
Total Expense Ratio0.880.19463%
Annual Report Gross Expense Ratio0.900.19474%
Fund Existence21 years19 years-
Gain YTD4.4215.52280%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.35B30.6B8%
Annual Yield % from dividends1.232.1457%
Returns for 1 year-7.369.75-76%
Returns for 3 years4.1328.1415%
Returns for 5 years35.0071.7449%
Returns for 10 years20.9793.0423%
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