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PABVX vs VMVAX
PABVX vs VMVAX Comparison
Open Charts PABVX vs VMVAX
Principal MidCap Value I R5
Price$18.49
Change-$0.11 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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PABVX vs VMVAX Comparison Chart
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PABVX vs. VMVAX commentary
Sep 21, 2024
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 Sell and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. PABVX (2.93B). VMVAX pays higher dividends than PABVX: VMVAX (2.14) vs PABVX (1.01). PABVX was incepted earlier than VMVAX: PABVX (20 years) vs VMVAX (13 years). PABVX is a more actively managed with annual turnover of: 49.90 vs. VMVAX (22.00). PABVX has a lower initial minimum investment than VMVAX: PABVX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. PABVX (21.15). VMVAX return over 5 years is better than : 48.82 vs. PABVX (37.02).
| PABVX | VMVAX | PABVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 13.925 | 14.946 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 30.5B | 10% |
| Annual Yield % from dividends | 1.01 | 2.14 | 47% |
| Returns for 1 year | 21.15 | 25.35 | 83% |
| Returns for 3 years | 5.85 | 20.71 | 28% |
| Returns for 5 years | 37.02 | 48.82 | 76% |
| Returns for 10 years | 24.13 | 100.88 | 24% |