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PABVX vs VMVIX
PABVX vs VMVIX Comparison
Open Charts PABVX vs VMVIX
Principal MidCap Value I R5
Price$15.97
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets2.35B
Vanguard Mid-Cap Value Index Investor
Price$72.76
Change+$0.50 (+0.69%)
VolumeN/A
Net Assets33.17B
PABVX vs VMVIX Comparison Chart in %
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PABVX vs. VMVIX commentary
Jan 15, 2026
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: 33.2B vs. PABVX (2.35B). VMVIX pays higher dividends than PABVX: VMVIX (1.98) vs PABVX (0.91). 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 : 13.82 vs. PABVX (3.91). VMVIX return over 5 years is better than : 51.31 vs. PABVX (6.34).
| 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 | 4.274 | 4.226 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 33.2B | 7% |
| Annual Yield % from dividends | 0.91 | 1.98 | 46% |
| Returns for 1 year | 3.91 | 13.82 | 28% |
| Returns for 3 years | 2.46 | 30.70 | 8% |
| Returns for 5 years | 6.34 | 51.31 | 12% |
| Returns for 10 years | 55.78 | 142.01 | 39% |
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