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MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$14.91
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.39B
MVCAX vs PVEJX Comparison Chart
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MVCAX vs. PVEJX commentary
May 11, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. PVEJX (2.39B). PVEJX pays higher dividends than MVCAX: PVEJX (1.30) vs MVCAX (0.93). 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 : -8.00 vs. PVEJX (-12.53). MVCAX return over 5 years is better than : 58.65 vs. PVEJX (38.38).
| 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 | -4.009 | -2.163 | 185% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 2.39B | 691% |
| Annual Yield % from dividends | 0.93 | 1.30 | 72% |
| Returns for 1 year | -8.00 | -12.53 | 64% |
| Returns for 3 years | 6.24 | -4.21 | -148% |
| Returns for 5 years | 58.65 | 38.38 | 153% |
| Returns for 10 years | 51.66 | 8.39 | 616% |
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