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PABVX vs VMVIX
PABVX vs VMVIX Comparison
Open Charts PABVX vs VMVIX
Principal MidCap Value I R5
Price$15.89
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets2.31B
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
PABVX vs VMVIX Comparison Chart in %
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PABVX vs. VMVIX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. PABVX (2.31B). VMVIX pays higher dividends than PABVX: VMVIX (2.10) vs PABVX (1.22). 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 : 7.67 vs. PABVX (-9.53). VMVIX return over 5 years is better than : 65.08 vs. PABVX (28.14).
| PABVX | VMVIX | PABVX / VMVIX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | 3.316 | 5.177 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 31B | 7% |
| Annual Yield % from dividends | 1.22 | 2.10 | 58% |
| Returns for 1 year | -9.53 | 7.67 | -124% |
| Returns for 3 years | -4.62 | 17.46 | -26% |
| Returns for 5 years | 28.14 | 65.08 | 43% |
| Returns for 10 years | 17.59 | 87.80 | 20% |
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