MVCAX
Price
$32.34
Change
-$0.05 (-0.15%)
Updated
Aug 28 closing price
Net Assets
17.32B
PVEJX
Price
$16.06
Change
-$0.05 (-0.31%)
Updated
Aug 28 closing price
Net Assets
2.35B
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MVCAX vs PVEJX

Header iconMVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJXBanner chart's image
MFS Mid Cap Value A
Price$32.34
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets17.32B
Principal MidCap Value I J
Price$16.06
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.35B
MVCAX vs PVEJX Comparison Chart in %
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MVCAX vs. PVEJX commentary
Aug 29, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PVEJX (2.35B). PVEJX pays higher dividends than MVCAX: PVEJX (1.22) vs MVCAX (0.86). 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 : -3.51 vs. PVEJX (-9.64). MVCAX return over 5 years is better than : 50.80 vs. PVEJX (30.25).
MVCAXPVEJXMVCAX / PVEJX
Total Expense Ratio0.990.87114%
Annual Report Gross Expense Ratio1.000.89112%
Fund Existence24 years17 years-
Gain YTD5.5745.570100%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B2.35B736%
Annual Yield % from dividends0.861.2270%
Returns for 1 year-3.51-9.6436%
Returns for 3 years14.982.34640%
Returns for 5 years50.8030.25168%
Returns for 10 years75.5026.36286%
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