MVCAX
Price
$31.45
Change
+$0.04 (+0.13%)
Updated
Jul 9 closing price
Net Assets
17.23B
PCMVX
Price
$16.06
Change
+$0.05 (+0.31%)
Updated
Jul 9 closing price
Net Assets
2.49B
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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$31.45
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets17.23B
Principal MidCap Value I A
Price$16.06
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets2.49B
MVCAX vs PCMVX Comparison Chart in %
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MVCAX vs. PCMVX commentary
Jul 11, 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: 17.2B vs. PCMVX (2.49B). PCMVX pays higher dividends than MVCAX: PCMVX (1.06) vs MVCAX (0.87). 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 : 1.03 vs. PCMVX (-4.58). MVCAX return over 5 years is better than : 60.55 vs. PCMVX (39.94).
MVCAXPCMVXMVCAX / PCMVX
Total Expense Ratio0.991.0793%
Annual Report Gross Expense Ratio1.001.0992%
Fund Existence24 years6 years-
Gain YTD2.3793.29072%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets17.2B2.49B690%
Annual Yield % from dividends0.871.0682%
Returns for 1 year1.03-4.58-22%
Returns for 3 years18.065.48330%
Returns for 5 years60.5539.94152%
Returns for 10 years63.72N/A-
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