MVCAX
Price
$30.43
Change
-$0.22 (-0.72%)
Updated
Jun 25 closing price
Net Assets
16.87B
PMDAX
Price
$18.25
Change
-$0.15 (-0.82%)
Updated
Jun 25 closing price
Net Assets
1.59B
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MVCAX vs PMDAX

Header iconMVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAXBanner chart's image
MFS Mid Cap Value A
Price$30.43
Change-$0.22 (-0.72%)
VolumeN/A
Net Assets16.87B
Principal Small-MidCap Dividend Inc A
Price$18.25
Change-$0.15 (-0.82%)
VolumeN/A
Net Assets1.59B
MVCAX vs PMDAX Comparison Chart in %
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MVCAX vs. PMDAX commentary
Jun 26, 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 PMDAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PMDAX (1.59B). PMDAX pays higher dividends than MVCAX: PMDAX (1.23) vs MVCAX (0.89). MVCAX was incepted earlier than PMDAX: MVCAX (24 years) vs PMDAX (14 years). PMDAX (1.16) is less costly to investors than MVCAX (1.00). PMDAX is a more actively managed with annual turnover of: 37.30 vs. MVCAX (27.00). MVCAX (6%) and PMDAX (6%) have equivalent initial investment costs. MVCAX (1000) and PMDAX (1000) have matching initial minimum investment requirements. PMDAX annual gain was more profitable for investors over the last year : 4.90 vs. MVCAX (-2.41). PMDAX return over 5 years is better than : 74.04 vs. MVCAX (60.78).
MVCAXPMDAXMVCAX / PMDAX
Total Expense Ratio0.991.1288%
Annual Report Gross Expense Ratio1.001.1686%
Fund Existence24 years14 years-
Gain YTD-0.0980.379-26%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B1.59B1,065%
Annual Yield % from dividends0.891.2372%
Returns for 1 year-2.414.90-49%
Returns for 3 years13.8723.4159%
Returns for 5 years60.7874.0482%
Returns for 10 years56.4154.57103%
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