MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
PCMSX
Price
$16.18
Change
+$0.09 (+0.56%)
Updated
Jul 3 closing price
Net Assets
2.5B
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MVCAX vs PCMSX

Header iconMVCAX vs PCMSX Comparison
Open Charts MVCAX vs PCMSXBanner chart's image
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
Principal MidCap Value I R6
Price$16.18
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.5B
MVCAX vs PCMSX Comparison Chart in %
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MVCAX vs. PCMSX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PCMSX (2.5B). PCMSX pays higher dividends than MVCAX: PCMSX (1.38) vs MVCAX (0.87). MVCAX was incepted earlier than PCMSX: MVCAX (24 years) vs PCMSX (6 years). MVCAX (1.00) is less costly to investors than PCMSX (0.65). 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 : 1.09 vs. PCMSX (-4.44). MVCAX return over 5 years is better than : 60.39 vs. PCMSX (42.05).
MVCAXPCMSXMVCAX / PCMSX
Total Expense Ratio0.990.63157%
Annual Report Gross Expense Ratio1.000.65154%
Fund Existence24 years6 years-
Gain YTD2.9343.85176%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B2.5B691%
Annual Yield % from dividends0.871.3863%
Returns for 1 year1.09-4.44-25%
Returns for 3 years18.706.92270%
Returns for 5 years60.3942.05144%
Returns for 10 years64.61N/A-
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