PABVX
Price
$15.95
Change
+$0.08 (+0.50%)
Updated
Jul 3 closing price
Net Assets
2.5B
VMVIX
Price
$65.92
Change
+$0.16 (+0.24%)
Updated
Jul 3 closing price
Net Assets
29.95B
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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$15.95
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets2.5B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
PABVX vs VMVIX Comparison Chart in %
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PABVX vs. VMVIX commentary
Jul 07, 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: 29.9B vs. PABVX (2.5B). 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 : 12.13 vs. PABVX (-4.92). VMVIX return over 5 years is better than : 76.99 vs. PABVX (39.89).
PABVXVMVIXPABVX / VMVIX
Total Expense Ratio0.880.19463%
Annual Report Gross Expense Ratio0.900.19474%
Fund Existence21 years19 years-
Gain YTD3.7063.574104%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B29.9B8%
Annual Yield % from dividends1.232.1457%
Returns for 1 year-4.9212.13-41%
Returns for 3 years5.9628.4721%
Returns for 5 years39.8976.9952%
Returns for 10 years18.1988.0421%
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