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PABVX vs VMVIX
PABVX vs VMVIX Comparison
Open Charts PABVX vs VMVIX
Principal MidCap Value I R5
Price$16.33
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets2.32B
Vanguard Mid-Cap Value Index Investor
Price$69.65
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets31.8B
PABVX vs VMVIX Comparison Chart in %
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PABVX vs. VMVIX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. PABVX (2.32B). 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 : 1.74 vs. PABVX (-14.33). VMVIX return over 5 years is better than : 49.59 vs. PABVX (14.62).
| 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 | 6.177 | 9.464 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 31.8B | 7% |
| Annual Yield % from dividends | 1.18 | 2.02 | 58% |
| Returns for 1 year | -14.33 | 1.74 | -825% |
| Returns for 3 years | -1.69 | 25.00 | -7% |
| Returns for 5 years | 14.62 | 49.59 | 29% |
| Returns for 10 years | 26.67 | 102.74 | 26% |
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