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PABVX vs VMVIX
PABVX vs VMVIX Comparison
Open Charts PABVX vs VMVIX
Principal MidCap Value I R5
Price$15.42
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.3B
Vanguard Mid-Cap Value Index Investor
Price$70.61
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets32.63B
PABVX vs VMVIX Comparison Chart in %
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PABVX vs. VMVIX commentary
Dec 25, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. PABVX (2.3B). VMVIX pays higher dividends than PABVX: VMVIX (2.02) vs PABVX (1.18). PABVX was incepted earlier than VMVIX: PABVX (22 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 : 9.73 vs. PABVX (-0.96). VMVIX return over 5 years is better than : 53.81 vs. PABVX (8.07).
| PABVX | VMVIX | PABVX / VMVIX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 0.260 | 10.973 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 32.6B | 7% |
| Annual Yield % from dividends | 1.18 | 2.02 | 58% |
| Returns for 1 year | -0.96 | 9.73 | -10% |
| Returns for 3 years | 3.24 | 33.21 | 10% |
| Returns for 5 years | 8.07 | 53.81 | 15% |
| Returns for 10 years | 34.84 | 110.07 | 32% |
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