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PABVX vs VMVIX
PABVX vs VMVIX Comparison
Open Charts PABVX vs VMVIX
Principal MidCap Value I R5
Price$16.05
Change+$0.16 (+1.01%)
VolumeN/A
Net Assets2.59B
Vanguard Mid-Cap Value Index Investor
Price$65.77
Change+$0.67 (+1.03%)
VolumeN/A
Net Assets30.1B
PABVX vs VMVIX Comparison Chart
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PABVX vs. VMVIX commentary
Jan 31, 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 Buy and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. PABVX (2.59B). 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 : 16.12 vs. PABVX (-0.17). VMVIX return over 5 years is better than : 42.58 vs. PABVX (20.46).
| 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 | 3.316 | 2.214 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 30.1B | 9% |
| Annual Yield % from dividends | 1.01 | 2.03 | 50% |
| Returns for 1 year | -0.17 | 16.12 | -1% |
| Returns for 3 years | -2.74 | 13.78 | -20% |
| Returns for 5 years | 20.46 | 42.58 | 48% |
| Returns for 10 years | 19.36 | 90.76 | 21% |
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