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MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
PCMSX
Price
$18.97
Change
-$0.12 (-0.63%)
Updated
Nov 15 closing price
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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$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R6
Price$18.97
Change-$0.12 (-0.63%)
VolumeN/A
CapitalizationN/A
MVCAX vs PCMSX Comparison Chart
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MVCAX vs. PCMSX commentary
Nov 18, 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 MVCAX is a Buy and PCMSX is a StrongBuy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. PCMSX (2.91B). PCMSX pays higher dividends than MVCAX: PCMSX (1.24) vs MVCAX (1.16). MVCAX was incepted earlier than PCMSX: MVCAX (23 years) vs PCMSX (6 years). PCMSX is a more actively managed with annual turnover of: 49.90 vs. MVCAX (19.00). 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 : 26.84 vs. PCMSX (21.31). MVCAX return over 5 years is better than : 49.25 vs. PCMSX (36.46).
MVCAXPCMSXMVCAX / PCMSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years6 years-
Gain YTD17.80115.741113%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.9B2.91B616%
Annual Yield % from dividends1.161.2494%
Returns for 1 year26.8421.31126%
Returns for 3 years8.55-0.90-954%
Returns for 5 years49.2536.46135%
Returns for 10 years78.64N/A-
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