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MVCAX vs PABVX
MVCAX vs PABVX Comparison
Open Charts MVCAX vs PABVX
Principal MidCap Value I R5
Price$15.69
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets2.24B
MVCAX vs PABVX Comparison Chart in %
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MVCAX vs. PABVX commentary
Nov 20, 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 MVCAX is a Hold and PABVX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. PABVX (2.24B). PABVX pays higher dividends than MVCAX: PABVX (1.21) vs MVCAX (0.85). MVCAX was incepted earlier than PABVX: MVCAX (24 years) vs PABVX (21 years). MVCAX (1.00) is less costly to investors than PABVX (0.90). PABVX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). PABVX has a lower initial minimum investment than MVCAX: PABVX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -10.73 vs. PABVX (-14.96). MVCAX return over 5 years is better than : 32.26 vs. PABVX (15.65).
| MVCAX | PABVX | MVCAX / PABVX | |
| Total Expense Ratio | 0.99 | 0.88 | 113% |
| Annual Report Gross Expense Ratio | 1.00 | 0.90 | 111% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 1.597 | 2.341 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 2.24B | 731% |
| Annual Yield % from dividends | 0.85 | 1.21 | 70% |
| Returns for 1 year | -10.73 | -14.96 | 72% |
| Returns for 3 years | 9.47 | -2.50 | -379% |
| Returns for 5 years | 32.26 | 15.65 | 206% |
| Returns for 10 years | 65.95 | 21.66 | 304% |
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