MVCAX
Price
$28.60
Change
+$0.42 (+1.49%)
Updated
Apr 24 closing price
Net Assets
15.77B
PCMVX
Price
$14.51
Change
+$0.08 (+0.55%)
Updated
Apr 23 closing price
Net Assets
2.28B
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MVCAX vs PCMVX

Header iconMVCAX vs PCMVX Comparison
Open Charts MVCAX vs PCMVXBanner chart's image
MFS Mid Cap Value A
Price$28.60
Change+$0.42 (+1.49%)
VolumeN/A
Net Assets15.77B
Principal MidCap Value I A
Price$14.51
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets2.28B
MVCAX vs PCMVX Comparison Chart
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MVCAX vs. PCMVX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. PCMVX (2.28B). PCMVX pays higher dividends than MVCAX: PCMVX (1.09) vs MVCAX (0.90). MVCAX was incepted earlier than PCMVX: MVCAX (24 years) vs PCMVX (6 years). PCMVX (1.14) 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 : -9.60 vs. PCMVX (-14.55). MVCAX return over 5 years is better than : 57.60 vs. PCMVX (38.97).
MVCAXPCMVXMVCAX / PCMVX
Total Expense Ratio0.991.1288%
Annual Report Gross Expense Ratio1.001.1488%
Fund Existence24 years6 years-
Gain YTD-9.094-6.903132%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.8B2.28B692%
Annual Yield % from dividends0.901.0982%
Returns for 1 year-9.60-14.5566%
Returns for 3 years-4.99-13.2138%
Returns for 5 years57.6038.97148%
Returns for 10 years42.94N/A-
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