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MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$14.22
Change+$0.97 (+7.32%)
VolumeN/A
Net Assets2.14B
MVCAX vs PVEJX Comparison Chart
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MVCAX vs. PVEJX commentary
Apr 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: 15.8B vs. PVEJX (2.14B). PVEJX pays higher dividends than MVCAX: PVEJX (1.27) vs MVCAX (0.90). MVCAX was incepted earlier than PVEJX: MVCAX (24 years) vs PVEJX (16 years). MVCAX (1.00) is less costly to investors than PVEJX (0.94). 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 : -17.72 vs. PVEJX (-22.86). MVCAX return over 5 years is better than : 43.61 vs. PVEJX (27.07).
| MVCAX | PVEJX | MVCAX / PVEJX | |
| Total Expense Ratio | 0.99 | 0.92 | 108% |
| Annual Report Gross Expense Ratio | 1.00 | 0.94 | 106% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -14.733 | -13.172 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 2.14B | 738% |
| Annual Yield % from dividends | 0.90 | 1.27 | 71% |
| Returns for 1 year | -17.72 | -22.86 | 78% |
| Returns for 3 years | -12.26 | -19.42 | 63% |
| Returns for 5 years | 43.61 | 27.07 | 161% |
| Returns for 10 years | 33.68 | -4.88 | -690% |
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