MVCAX
Price
$30.10
Change
+$0.08 (+0.27%)
Updated
Jun 18 closing price
Net Assets
16.58B
PMDHX
Price
$18.29
Change
-$0.00 (-0.00%)
Updated
Jun 18 closing price
Net Assets
1.55B
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MVCAX vs PMDHX

Header iconMVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHXBanner chart's image
MFS Mid Cap Value A
Price$30.10
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets16.58B
Principal Small-MidCap Dividend Inc R6
Price$18.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.55B
MVCAX vs PMDHX Comparison Chart in %
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MVCAX vs. PMDHX commentary
Jun 20, 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 PMDHX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. PMDHX (1.55B). PMDHX pays higher dividends than MVCAX: PMDHX (1.56) vs MVCAX (0.89). MVCAX was incepted earlier than PMDHX: MVCAX (24 years) vs PMDHX (8 years). MVCAX (1.00) is less costly to investors than PMDHX (0.79). PMDHX is a more actively managed with annual turnover of: 37.30 vs. MVCAX (27.00). PMDHX has a lower initial minimum investment than MVCAX: PMDHX (0) vs MVCAX (1000). PMDHX annual gain was more profitable for investors over the last year : 3.09 vs. MVCAX (-4.31). PMDHX return over 5 years is better than : 65.94 vs. MVCAX (51.11).
MVCAXPMDHXMVCAX / PMDHX
Total Expense Ratio0.990.79125%
Annual Report Gross Expense Ratio1.000.79127%
Fund Existence24 years8 years-
Gain YTD-1.890-1.240152%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.6B1.55B1,068%
Annual Yield % from dividends0.891.5657%
Returns for 1 year-4.313.09-140%
Returns for 3 years17.3328.3961%
Returns for 5 years51.1165.9478%
Returns for 10 years52.72N/A-
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