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PABVX vs VMVAX
PABVX vs VMVAX Comparison
Open Charts PABVX vs VMVAX
Principal MidCap Value I R5
Price$15.69
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets2.24B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change-$0.53 (-0.60%)
VolumeN/A
Net Assets31.8B
PABVX vs VMVAX Comparison Chart in %
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PABVX vs. VMVAX 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 PABVX is a Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. PABVX (2.24B). VMVAX pays higher dividends than PABVX: VMVAX (2.20) vs PABVX (1.21). PABVX was incepted earlier than VMVAX: PABVX (21 years) vs VMVAX (14 years). PABVX (0.90) is less costly to investors than VMVAX (0.07). PABVX is a more actively managed with annual turnover of: 55.30 vs. VMVAX (19.00). 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 : 1.00 vs. PABVX (-14.96). VMVAX return over 5 years is better than : 52.00 vs. PABVX (15.65).
| PABVX | VMVAX | PABVX / VMVAX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 2.341 | 6.196 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 31.8B | 7% |
| Annual Yield % from dividends | 1.21 | 2.20 | 55% |
| Returns for 1 year | -14.96 | 1.00 | -1,499% |
| Returns for 3 years | -2.50 | 24.72 | -10% |
| Returns for 5 years | 15.65 | 52.00 | 30% |
| Returns for 10 years | 21.66 | 97.76 | 22% |
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