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MVCAX vs PCMVX
MVCAX vs PCMVX Comparison
Open Charts MVCAX vs PCMVX
Principal MidCap Value I A
Price$16.05
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets2.85B
MVCAX vs PCMVX Comparison Chart
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MVCAX vs. PCMVX commentary
Jan 23, 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 PCMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.8B vs. PCMVX (2.85B). MVCAX pays higher dividends than PCMVX: MVCAX (1.16) vs PCMVX (0.79). MVCAX was incepted earlier than PCMVX: MVCAX (23 years) vs PCMVX (6 years). PCMVX is a more actively managed with annual turnover of: 49.90 vs. MVCAX (19.00). MVCAX (1000) and PCMVX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 8.88 vs. PCMVX (-0.29). MVCAX return over 5 years is better than : 33.78 vs. PCMVX (17.01).
| MVCAX | PCMVX | MVCAX / PCMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 3.683 | 3.548 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 2.85B | 625% |
| Annual Yield % from dividends | 1.16 | 0.79 | 146% |
| Returns for 1 year | 8.88 | -0.29 | -3,073% |
| Returns for 3 years | 7.93 | -1.38 | -576% |
| Returns for 5 years | 33.78 | 17.01 | 199% |
| Returns for 10 years | 73.15 | N/A | - |
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