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MVCAX vs PCMSX
MVCAX vs PCMSX Comparison
Open Charts MVCAX vs PCMSX
Principal MidCap Value I R6
Price$15.25
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets2.38B
MVCAX vs PCMSX Comparison Chart
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MVCAX vs. PCMSX commentary
May 09, 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: 16.3B vs. PCMSX (2.38B). PCMSX pays higher dividends than MVCAX: PCMSX (1.46) vs MVCAX (0.93). 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 : -8.27 vs. PCMSX (-11.74). MVCAX return over 5 years is better than : 56.76 vs. PCMSX (39.90).
| MVCAX | PCMSX | MVCAX / PCMSX | |
| Total Expense Ratio | 0.99 | 0.63 | 157% |
| Annual Report Gross Expense Ratio | 1.00 | 0.65 | 154% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -5.150 | -2.632 | 196% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 2.38B | 685% |
| Annual Yield % from dividends | 0.93 | 1.46 | 64% |
| Returns for 1 year | -8.27 | -11.74 | 70% |
| Returns for 3 years | 4.61 | -4.23 | -109% |
| Returns for 5 years | 56.76 | 39.90 | 142% |
| Returns for 10 years | 49.35 | N/A | - |
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