MVCAX
Price
$35.37
Change
-$0.35 (-0.98%)
Updated
Nov 14 closing price
PMPRX
Price
$18.63
Change
-$0.18 (-0.96%)
Updated
Nov 14 closing price
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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$35.37
Change-$0.35 (-0.98%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I R3
Price$18.63
Change-$0.18 (-0.96%)
VolumeN/A
CapitalizationN/A
MVCAX vs PMPRX Comparison Chart
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MVCAX vs. PMPRX commentary
Nov 15, 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 PMPRX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 18.2B vs. PMPRX (2.96B). MVCAX pays higher dividends than PMPRX: MVCAX (1.16) vs PMPRX (0.76). MVCAX was incepted earlier than PMPRX: MVCAX (23 years) vs PMPRX (20 years). PMPRX is a more actively managed with annual turnover of: 49.90 vs. MVCAX (19.00). 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 : 28.88 vs. PMPRX (22.18). MVCAX return over 5 years is better than : 51.71 vs. PMPRX (34.86).
MVCAXPMPRXMVCAX / PMPRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years20 years-
Gain YTD19.74517.050116%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.2B2.96B616%
Annual Yield % from dividends1.160.76153%
Returns for 1 year28.8822.18130%
Returns for 3 years10.78-0.77-1,398%
Returns for 5 years51.7134.86148%
Returns for 10 years82.6420.52403%
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