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PABVX vs VMVIX
PABVX vs VMVIX Comparison
Open Charts PABVX vs VMVIX
Principal MidCap Value I R5
Price$15.43
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$64.27
Change+$0.92 (+1.45%)
VolumeN/A
CapitalizationN/A
PABVX vs VMVIX Comparison Chart
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PABVX vs. VMVIX commentary
Dec 24, 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 Hold and VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. PABVX (2.6B). VMVIX pays higher dividends than PABVX: VMVIX (2.03) vs PABVX (1.01). PABVX was incepted earlier than VMVIX: PABVX (21 years) vs VMVIX (18 years). PABVX is a more actively managed with annual turnover of: 49.90 vs. VMVIX (22.00). PABVX has a lower initial minimum investment than VMVIX: PABVX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 13.90 vs. PABVX (-3.00). VMVIX return over 5 years is better than : 37.73 vs. PABVX (14.01).
| PABVX | VMVIX | PABVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | -3.539 | 12.821 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 32.8B | 8% |
| Annual Yield % from dividends | 1.01 | 2.03 | 50% |
| Returns for 1 year | -3.00 | 13.90 | -22% |
| Returns for 3 years | -6.06 | 12.18 | -50% |
| Returns for 5 years | 14.01 | 37.73 | 37% |
| Returns for 10 years | 13.57 | 84.28 | 16% |