Interact to see
Advertisement
Advertisement
MVCAX vs PMPRX
MVCAX vs PMPRX Comparison
Open Charts MVCAX vs PMPRX
Principal MidCap Value I R3
Price$15.70
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.49B
MVCAX vs PMPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PMPRX commentary
Jul 16, 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: 17.2B vs. PMPRX (2.49B). PMPRX pays higher dividends than MVCAX: PMPRX (1.01) vs MVCAX (0.87). 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 : -2.27 vs. PMPRX (-8.38). MVCAX return over 5 years is better than : 54.48 vs. PMPRX (33.08).
| 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 | 2.575 | 3.226 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 2.49B | 690% |
| Annual Yield % from dividends | 0.87 | 1.01 | 87% |
| Returns for 1 year | -2.27 | -8.38 | 27% |
| Returns for 3 years | 19.48 | 5.44 | 358% |
| Returns for 5 years | 54.48 | 33.08 | 165% |
| Returns for 10 years | 63.16 | 13.51 | 468% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement