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PABVX vs VMVIX
PABVX vs VMVIX Comparison
Open Charts PABVX vs VMVIX
Principal MidCap Value I R5
Price$15.29
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.42B
Vanguard Mid-Cap Value Index Investor
Price$63.54
Change-$0.14 (-0.22%)
VolumeN/A
Net Assets29.95B
PABVX vs VMVIX Comparison Chart
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PABVX vs. VMVIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PABVX (2.42B). VMVIX pays higher dividends than PABVX: VMVIX (2.19) vs PABVX (1.25). PABVX was incepted earlier than VMVIX: PABVX (21 years) vs VMVIX (19 years). PABVX (0.90) is less costly to investors than VMVIX (0.19). PABVX is a more actively managed with annual turnover of: 55.30 vs. VMVIX (19.00). 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 : 6.37 vs. PABVX (-9.74). VMVIX return over 5 years is better than : 56.64 vs. PABVX (23.36).
| PABVX | VMVIX | PABVX / VMVIX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 21 years | 19 years | - |
| Gain YTD | -0.455 | 0.042 | -1,078% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 29.9B | 8% |
| Annual Yield % from dividends | 1.25 | 2.19 | 57% |
| Returns for 1 year | -9.74 | 6.37 | -153% |
| Returns for 3 years | -7.45 | 12.79 | -58% |
| Returns for 5 years | 23.36 | 56.64 | 41% |
| Returns for 10 years | 11.41 | 79.97 | 14% |
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