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MVCAX vs PMPRX
MVCAX vs PMPRX Comparison
Open Charts MVCAX vs PMPRX
Principal MidCap Value I R3
Price$14.14
Change+$0.97 (+7.37%)
VolumeN/A
Net Assets2.29B
MVCAX vs PMPRX Comparison Chart
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MVCAX vs. PMPRX commentary
Apr 11, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. PMPRX (2.29B). PMPRX pays higher dividends than MVCAX: PMPRX (1.03) vs MVCAX (0.90). 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 : -17.72 vs. PMPRX (-23.27). MVCAX return over 5 years is better than : 43.61 vs. PMPRX (25.06).
| MVCAX | PMPRX | MVCAX / PMPRX | |
| Total Expense Ratio | 0.99 | 1.19 | 83% |
| Annual Report Gross Expense Ratio | 1.00 | 1.21 | 83% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -14.733 | -13.298 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 2.29B | 689% |
| Annual Yield % from dividends | 0.90 | 1.03 | 87% |
| Returns for 1 year | -17.72 | -23.27 | 76% |
| Returns for 3 years | -12.26 | -20.07 | 61% |
| Returns for 5 years | 43.61 | 25.06 | 174% |
| Returns for 10 years | 33.68 | -7.62 | -442% |
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