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MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$15.78
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets2.49B
MVCAX vs PVEJX Comparison Chart in %
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MVCAX vs. PVEJX commentary
Jul 09, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. PVEJX (2.49B). PVEJX pays higher dividends than MVCAX: PVEJX (1.24) vs MVCAX (0.87). 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 : 0.74 vs. PVEJX (-5.33). MVCAX return over 5 years is better than : 63.61 vs. PVEJX (42.65).
| MVCAX | PVEJX | MVCAX / PVEJX | |
| Total Expense Ratio | 0.99 | 0.87 | 114% |
| Annual Report Gross Expense Ratio | 1.00 | 0.89 | 112% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 2.379 | 3.080 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 2.49B | 691% |
| Annual Yield % from dividends | 0.87 | 1.24 | 71% |
| Returns for 1 year | 0.74 | -5.33 | -14% |
| Returns for 3 years | 18.06 | 5.34 | 338% |
| Returns for 5 years | 63.61 | 42.65 | 149% |
| Returns for 10 years | 63.72 | 16.99 | 375% |
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