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MVCAX vs PCMVX
MVCAX vs PCMVX Comparison
Open Charts MVCAX vs PCMVX
Principal MidCap Value I A
Price$16.06
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets2.32B
MVCAX vs PCMVX Comparison Chart in %
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MVCAX vs. PCMVX commentary
Oct 18, 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 Hold and PCMVX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. PCMVX (2.32B). PCMVX pays higher dividends than MVCAX: PCMVX (1.03) vs MVCAX (0.84). MVCAX was incepted earlier than PCMVX: MVCAX (24 years) vs PCMVX (7 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 : -8.27 vs. PCMVX (-13.61). MVCAX return over 5 years is better than : 45.54 vs. PCMVX (26.14).
| 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 | 7 years | - |
| Gain YTD | 4.400 | 4.516 | 97% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 2.32B | 734% |
| Annual Yield % from dividends | 0.84 | 1.03 | 82% |
| Returns for 1 year | -8.27 | -13.61 | 61% |
| Returns for 3 years | 22.79 | 8.55 | 266% |
| Returns for 5 years | 45.54 | 26.14 | 174% |
| Returns for 10 years | 72.59 | N/A | - |
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