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MVCAX vs PABVX
MVCAX vs PABVX Comparison
Open Charts MVCAX vs PABVX
Principal MidCap Value I R5
Price$14.27
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets2.26B
MVCAX vs PABVX Comparison Chart
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MVCAX vs. PABVX commentary
Apr 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 MVCAX is a Buy and PABVX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.4B vs. PABVX (2.26B). PABVX pays higher dividends than MVCAX: PABVX (1.26) vs MVCAX (0.90). 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 : -8.14 vs. PABVX (-13.72). MVCAX return over 5 years is better than : 54.79 vs. PABVX (36.53).
| 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 | -9.648 | -7.997 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 2.26B | 681% |
| Annual Yield % from dividends | 0.90 | 1.26 | 71% |
| Returns for 1 year | -8.14 | -13.72 | 59% |
| Returns for 3 years | -6.94 | -14.72 | 47% |
| Returns for 5 years | 54.79 | 36.53 | 150% |
| Returns for 10 years | 42.27 | 1.82 | 2,323% |
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