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MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$15.45
Change-$0.29 (-1.84%)
VolumeN/A
Net Assets2.53B
MVCAX vs PVEJX Comparison Chart
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MVCAX vs. PVEJX commentary
Feb 23, 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 Hold and PVEJX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. PVEJX (2.53B). MVCAX pays higher dividends than PVEJX: MVCAX (1.16) vs PVEJX (1.02). MVCAX was incepted earlier than PVEJX: MVCAX (24 years) vs PVEJX (16 years). PVEJX is a more actively managed with annual turnover of: 49.90 vs. MVCAX (19.00). MVCAX (1000) and PVEJX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 1.20 vs. PVEJX (-5.84). MVCAX return over 5 years is better than : 28.23 vs. PVEJX (14.68).
| MVCAX | PVEJX | MVCAX / PVEJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 0.391 | 1.245 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 2.53B | 688% |
| Annual Yield % from dividends | 1.16 | 1.02 | 114% |
| Returns for 1 year | 1.20 | -5.84 | -20% |
| Returns for 3 years | 3.99 | -3.88 | -103% |
| Returns for 5 years | 28.23 | 14.68 | 192% |
| Returns for 10 years | 60.23 | 11.20 | 538% |
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