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PABWX vs VMVAX
PABWX vs VMVAX Comparison
Open Charts PABWX vs VMVAX
Principal MidCap Value I R4
Price$18.97
Change+$0.28 (+1.50%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$89.64
Change+$1.19 (+1.35%)
VolumeN/A
CapitalizationN/A
PABWX vs VMVAX Comparison Chart
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PABWX vs. VMVAX commentary
Nov 22, 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 PABWX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. PABWX (2.92B). VMVAX pays higher dividends than PABWX: VMVAX (2.14) vs PABWX (0.90). PABWX was incepted earlier than VMVAX: PABWX (20 years) vs VMVAX (13 years). PABWX is a more actively managed with annual turnover of: 49.90 vs. VMVAX (22.00). PABWX has a lower initial minimum investment than VMVAX: PABWX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 27.20 vs. PABWX (20.51). VMVAX return over 5 years is better than : 48.95 vs. PABWX (35.44).
| PABWX | VMVAX | PABWX / 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 | 15.943 | 18.035 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 30.9B | 9% |
| Annual Yield % from dividends | 0.90 | 2.14 | 42% |
| Returns for 1 year | 20.51 | 27.20 | 75% |
| Returns for 3 years | 0.37 | 16.11 | 2% |
| Returns for 5 years | 35.44 | 48.95 | 72% |
| Returns for 10 years | 19.84 | 96.49 | 21% |
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