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MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$15.57
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets2.24B
MVCAX vs PVEJX Comparison Chart in %
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MVCAX vs. PVEJX commentary
Nov 20, 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: 16.4B vs. PVEJX (2.24B). PVEJX pays higher dividends than MVCAX: PVEJX (1.22) vs MVCAX (0.85). MVCAX was incepted earlier than PVEJX: MVCAX (24 years) vs PVEJX (17 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 : -10.73 vs. PVEJX (-15.06). MVCAX return over 5 years is better than : 32.26 vs. PVEJX (15.45).
| 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 | 17 years | - |
| Gain YTD | 1.597 | 2.359 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 2.24B | 731% |
| Annual Yield % from dividends | 0.85 | 1.22 | 70% |
| Returns for 1 year | -10.73 | -15.06 | 71% |
| Returns for 3 years | 9.47 | -2.64 | -359% |
| Returns for 5 years | 32.26 | 15.45 | 209% |
| Returns for 10 years | 65.95 | 20.87 | 316% |
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