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PABWX vs VMVIX
PABWX vs VMVIX Comparison
Open Charts PABWX vs VMVIX
Principal MidCap Value I R4
Price$18.35
Change-$0.11 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.48
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
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PABWX vs VMVIX Comparison Chart
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PABWX vs. VMVIX commentary
Sep 21, 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 Sell and VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. PABWX (2.93B). VMVIX pays higher dividends than PABWX: VMVIX (2.03) vs PABWX (0.90). PABWX was incepted earlier than VMVIX: PABWX (20 years) vs VMVIX (18 years). PABWX is a more actively managed with annual turnover of: 49.90 vs. VMVIX (22.00). PABWX has a lower initial minimum investment than VMVIX: PABWX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 25.28 vs. PABWX (21.02). VMVIX return over 5 years is better than : 48.72 vs. PABWX (36.20).
| PABWX | VMVIX | PABWX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 13.834 | 14.901 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 30.5B | 10% |
| Annual Yield % from dividends | 0.90 | 2.03 | 45% |
| Returns for 1 year | 21.02 | 25.28 | 83% |
| Returns for 3 years | 5.54 | 20.66 | 27% |
| Returns for 5 years | 36.20 | 48.72 | 74% |
| Returns for 10 years | 22.36 | 100.58 | 22% |
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