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MVCAX vs PCMVX
MVCAX vs PCMVX Comparison
Open Charts MVCAX vs PCMVX
Principal MidCap Value I A
Price$14.69
Change-$0.71 (-4.61%)
VolumeN/A
Net Assets2.46B
MVCAX vs PCMVX Comparison Chart
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MVCAX vs. PCMVX commentary
Apr 04, 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 StrongBuy and PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PCMVX (2.46B). 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 : -4.59 vs. PCMVX (-11.64). MVCAX return over 5 years is better than : 96.65 vs. PCMVX (70.20).
| MVCAX | PCMVX | MVCAX / PCMVX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.14 | 88% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -1.369 | -0.645 | 212% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 2.46B | 688% |
| Annual Yield % from dividends | 0.90 | 1.09 | 82% |
| Returns for 1 year | -4.59 | -11.64 | 39% |
| Returns for 3 years | 0.73 | -8.77 | -8% |
| Returns for 5 years | 96.65 | 70.20 | 138% |
| Returns for 10 years | 55.23 | N/A | - |
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