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MVCAX vs PCMSX
MVCAX vs PCMSX Comparison
Open Charts MVCAX vs PCMSX
Principal MidCap Value I R6
Price$14.46
Change+$0.12 (+0.84%)
VolumeN/A
Net Assets2.26B
MVCAX vs PCMSX Comparison Chart
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MVCAX vs. PCMSX commentary
Apr 18, 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 PCMSX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.4B vs. PCMSX (2.26B). PCMSX pays higher dividends than MVCAX: PCMSX (1.42) vs MVCAX (0.90). MVCAX was incepted earlier than PCMSX: MVCAX (24 years) vs PCMSX (6 years). MVCAX (1.00) is less costly to investors than PCMSX (0.64). PCMSX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). PCMSX has a lower initial minimum investment than MVCAX: PCMSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -8.14 vs. PCMSX (-13.34). MVCAX return over 5 years is better than : 54.79 vs. PCMSX (38.51).
| MVCAX | PCMSX | MVCAX / PCMSX | |
| Total Expense Ratio | 0.99 | 0.62 | 160% |
| Annual Report Gross Expense Ratio | 1.00 | 0.64 | 156% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -9.648 | -7.959 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 2.26B | 681% |
| Annual Yield % from dividends | 0.90 | 1.42 | 63% |
| Returns for 1 year | -8.14 | -13.34 | 61% |
| Returns for 3 years | -6.94 | -14.00 | 50% |
| Returns for 5 years | 54.79 | 38.51 | 142% |
| Returns for 10 years | 42.27 | N/A | - |
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