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PABWX vs VMVIX
PABWX vs VMVIX Comparison
Open Charts PABWX vs VMVIX
Principal MidCap Value I R4
Price$18.97
Change+$0.28 (+1.50%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$68.13
Change+$0.91 (+1.35%)
VolumeN/A
CapitalizationN/A
PABWX vs VMVIX Comparison Chart
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PABWX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. PABWX (2.92B). 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 : 27.18 vs. PABWX (20.51). VMVIX return over 5 years is better than : 48.88 vs. PABWX (35.44).
| 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 | 15.943 | 17.999 | 89% |
| 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 | 2.03 | 45% |
| Returns for 1 year | 20.51 | 27.18 | 75% |
| Returns for 3 years | 0.37 | 16.08 | 2% |
| Returns for 5 years | 35.44 | 48.88 | 73% |
| Returns for 10 years | 19.84 | 96.26 | 21% |