MVCAX
Price
$32.37
Change
+$0.32 (+1.00%)
Updated
Sep 4 closing price
Net Assets
17.32B
PCMVX
Price
$16.31
Change
+$0.15 (+0.93%)
Updated
Sep 4 closing price
Net Assets
2.35B
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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$32.37
Change+$0.32 (+1.00%)
VolumeN/A
Net Assets17.32B
Principal MidCap Value I A
Price$16.31
Change+$0.15 (+0.93%)
VolumeN/A
Net Assets2.35B
MVCAX vs PCMVX Comparison Chart in %
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MVCAX vs. PCMVX commentary
Sep 06, 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: 17.3B vs. PCMVX (2.35B). PCMVX pays higher dividends than MVCAX: PCMVX (1.03) vs MVCAX (0.84). 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 : -2.57 vs. PCMVX (-10.04). MVCAX return over 5 years is better than : 52.00 vs. PCMVX (29.51).
MVCAXPCMVXMVCAX / PCMVX
Total Expense Ratio0.991.0793%
Annual Report Gross Expense Ratio1.001.0992%
Fund Existence24 years6 years-
Gain YTD5.5084.258129%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B2.35B736%
Annual Yield % from dividends0.841.0381%
Returns for 1 year-2.57-10.0426%
Returns for 3 years18.363.66501%
Returns for 5 years52.0029.51176%
Returns for 10 years75.57N/A-
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