MVCAX
Price
$31.12
Change
-$0.07 (-0.22%)
Updated
Aug 7 closing price
Net Assets
16.88B
PABVX
Price
$15.72
Change
-$0.02 (-0.13%)
Updated
Aug 7 closing price
Net Assets
2.3B
Interact to see
Advertisement

MVCAX vs PABVX

Header iconMVCAX vs PABVX Comparison
Open Charts MVCAX vs PABVXBanner chart's image
MFS Mid Cap Value A
Price$31.12
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets16.88B
Principal MidCap Value I R5
Price$15.72
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.3B
MVCAX vs PABVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MVCAX vs. PABVX commentary
Aug 08, 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 MVCAX is a Buy and PABVX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PABVX (2.3B). PABVX pays higher dividends than MVCAX: PABVX (1.22) vs MVCAX (0.86). MVCAX was incepted earlier than PABVX: MVCAX (24 years) vs PABVX (21 years). MVCAX (1.00) is less costly to investors than PABVX (0.90). PABVX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). PABVX has a lower initial minimum investment than MVCAX: PABVX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -0.91 vs. PABVX (-6.88). MVCAX return over 5 years is better than : 46.66 vs. PABVX (28.60).
MVCAXPABVXMVCAX / PABVX
Total Expense Ratio0.990.88113%
Annual Report Gross Expense Ratio1.000.90111%
Fund Existence24 years21 years-
Gain YTD1.6622.34171%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B2.3B736%
Annual Yield % from dividends0.861.2271%
Returns for 1 year-0.91-6.8813%
Returns for 3 years10.30-1.55-665%
Returns for 5 years46.6628.60163%
Returns for 10 years60.9316.56368%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GLQ7.300.08
+1.04%
Clough Global Equity Fund
ACWX61.770.48
+0.78%
iShares MSCI ACWI ex US ETF
BUI26.790.16
+0.60%
BlackRock Utilities Infrastructure & Power Opportunities Trust
LFAZ164.55N/A
N/A
LifeX 2062 Longevity Income ETF
OILU20.68-0.20
-0.96%
MicroSectorsTM Oil&Gs Exp&Pd 3X Lvg ETNs