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MVCAX vs PMPRX
MVCAX vs PMPRX Comparison
Open Charts MVCAX vs PMPRX
Principal MidCap Value I R3
Price$15.24
Change+$0.02 (+0.13%)
VolumeN/A
CapitalizationN/A
MVCAX vs PMPRX Comparison Chart
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MVCAX vs. PMPRX commentary
Dec 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PMPRX (2.6B). MVCAX pays higher dividends than PMPRX: MVCAX (1.16) vs PMPRX (0.76). MVCAX was incepted earlier than PMPRX: MVCAX (23 years) vs PMPRX (21 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 : 4.62 vs. PMPRX (-3.55). MVCAX return over 5 years is better than : 29.00 vs. PMPRX (12.12).
| MVCAX | PMPRX | MVCAX / PMPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 3.777 | -4.028 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 2.6B | 658% |
| Annual Yield % from dividends | 1.16 | 0.76 | 153% |
| Returns for 1 year | 4.62 | -3.55 | -130% |
| Returns for 3 years | 3.21 | -6.95 | -46% |
| Returns for 5 years | 29.00 | 12.12 | 239% |
| Returns for 10 years | 63.28 | 9.73 | 651% |
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