MVCAX
Price
$31.12
Change
-$0.07 (-0.22%)
Updated
Aug 7 closing price
Net Assets
16.88B
PVEJX
Price
$15.60
Change
-$0.02 (-0.13%)
Updated
Aug 7 closing price
Net Assets
2.3B
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MVCAX vs PVEJX

Header iconMVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJXBanner 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 J
Price$15.60
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.3B
MVCAX vs PVEJX Comparison Chart in %
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MVCAX vs. PVEJX 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 PVEJX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PVEJX (2.3B). PVEJX pays higher dividends than MVCAX: PVEJX (1.22) vs MVCAX (0.86). MVCAX was incepted earlier than PVEJX: MVCAX (24 years) vs PVEJX (16 years). MVCAX (1.00) is less costly to investors than PVEJX (0.89). PVEJX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). MVCAX (1000) and PVEJX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -0.91 vs. PVEJX (-6.93). MVCAX return over 5 years is better than : 46.66 vs. PVEJX (28.36).
MVCAXPVEJXMVCAX / PVEJX
Total Expense Ratio0.990.87114%
Annual Report Gross Expense Ratio1.000.89112%
Fund Existence24 years16 years-
Gain YTD1.6622.35970%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B2.3B736%
Annual Yield % from dividends0.861.2270%
Returns for 1 year-0.91-6.9313%
Returns for 3 years10.30-1.62-634%
Returns for 5 years46.6628.36165%
Returns for 10 years60.9315.78386%
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