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MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
PMDAX
Price
$19.90
Change
-$0.11 (-0.55%)
Updated
Nov 15 closing price
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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$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
Principal Small-MidCap Dividend Inc A
Price$19.90
Change-$0.11 (-0.55%)
VolumeN/A
CapitalizationN/A
MVCAX vs PMDAX Comparison Chart
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VS
MVCAX vs. PMDAX commentary
Nov 18, 2024

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 Sell.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. PMDAX (1.78B). PMDAX (1.21) and MVCAX (1.16) have matching dividends . MVCAX was incepted earlier than PMDAX: MVCAX (23 years) vs PMDAX (13 years). PMDAX is a more actively managed with annual turnover of: 26.50 vs. MVCAX (19.00). MVCAX (1000) and PMDAX (1000) have matching initial minimum investment requirements. PMDAX (28.07) and MVCAX (26.84) have marching annual gain over last year. MVCAX return over 5 years is better than : 49.25 vs. PMDAX (39.81).
MVCAXPMDAXMVCAX / PMDAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years13 years-
Gain YTD17.80115.596114%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets17.9B1.78B1,003%
Annual Yield % from dividends1.161.2196%
Returns for 1 year26.8428.0796%
Returns for 3 years8.5511.6473%
Returns for 5 years49.2539.81124%
Returns for 10 years78.6463.66124%
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