Interact to see
Advertisement
Advertisement
MVCAX vs PCMVX
MVCAX vs PCMVX Comparison
Open Charts MVCAX vs PCMVX
Principal MidCap Value I A
Price$15.82
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.29B
MVCAX vs PCMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PCMVX commentary
Aug 10, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PCMVX (2.29B). PCMVX pays higher dividends than MVCAX: PCMVX (1.06) vs MVCAX (0.86). MVCAX was incepted earlier than PCMVX: MVCAX (24 years) vs PCMVX (6 years). PCMVX (1.09) is less costly to investors than MVCAX (1.00). PCMVX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). MVCAX (6%) and PCMVX (6%) have equivalent initial investment costs. MVCAX (1000) and PCMVX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -2.66 vs. PCMVX (-8.67). MVCAX return over 5 years is better than : 46.71 vs. PCMVX (27.57).
| MVCAX | PCMVX | MVCAX / PCMVX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.00 | 1.09 | 92% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 1.695 | 2.065 | 82% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 2.29B | 737% |
| Annual Yield % from dividends | 0.86 | 1.06 | 82% |
| Returns for 1 year | -2.66 | -8.67 | 31% |
| Returns for 3 years | 10.72 | -1.55 | -693% |
| Returns for 5 years | 46.71 | 27.57 | 169% |
| Returns for 10 years | 62.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers