MVCAX
Price
$31.12
Change
-$0.07 (-0.22%)
Updated
Aug 7 closing price
Net Assets
16.88B
PMPRX
Price
$15.50
Change
-$0.02 (-0.13%)
Updated
Aug 7 closing price
Net Assets
2.3B
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MVCAX vs PMPRX

Header iconMVCAX vs PMPRX Comparison
Open Charts MVCAX vs PMPRXBanner chart's image
MFS Mid Cap Value A
Price$31.12
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets16.88B
Principal MidCap Value I R3
Price$15.50
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.3B
MVCAX vs PMPRX Comparison Chart in %
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MVCAX vs. PMPRX commentary
Aug 08, 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 PMPRX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PMPRX (2.3B). PMPRX pays higher dividends than MVCAX: PMPRX (1.00) vs MVCAX (0.86). MVCAX was incepted earlier than PMPRX: MVCAX (24 years) vs PMPRX (21 years). PMPRX (1.21) is less costly to investors than MVCAX (1.00). PMPRX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). PMPRX has a lower initial minimum investment than MVCAX: PMPRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -0.91 vs. PMPRX (-7.34). MVCAX return over 5 years is better than : 46.66 vs. PMPRX (26.45).
MVCAXPMPRXMVCAX / PMPRX
Total Expense Ratio0.991.1983%
Annual Report Gross Expense Ratio1.001.2183%
Fund Existence24 years21 years-
Gain YTD1.6622.17277%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B2.3B736%
Annual Yield % from dividends0.861.0086%
Returns for 1 year-0.91-7.3412%
Returns for 3 years10.30-2.38-432%
Returns for 5 years46.6626.45176%
Returns for 10 years60.9312.58484%
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