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PABVX vs VMVAX
PABVX vs VMVAX Comparison
Open Charts PABVX vs VMVAX
Principal MidCap Value I R5
Price$19.04
Change+$0.02 (+0.11%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.52
Change-$0.19 (-0.21%)
VolumeN/A
CapitalizationN/A
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PABVX vs VMVAX Comparison Chart
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PABVX vs. VMVAX commentary
Nov 08, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
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 : 31.88 vs. PABVX (26.47). VMVAX return over 5 years is better than : 48.70 vs. PABVX (36.92).
| 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 | 17.314 | 18.129 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | N/A | - |
| Annual Yield % from dividends | 1.01 | 2.14 | 47% |
| Returns for 1 year | 26.47 | 31.88 | 83% |
| Returns for 3 years | 0.51 | 15.18 | 3% |
| Returns for 5 years | 36.92 | 48.70 | 76% |
| Returns for 10 years | 24.35 | 99.34 | 25% |
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