Ad is loading...
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 closing price
PVEJX
Price
$18.62
Change
-$0.12 (-0.64%)
Updated
Nov 15 closing price
Ad is loading...

MVCAX vs PVEJX

Header iconMVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJXBanner chart's image
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
Principal MidCap Value I J
Price$18.62
Change-$0.12 (-0.64%)
VolumeN/A
CapitalizationN/A
MVCAX vs PVEJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
MVCAX vs. PVEJX commentary
Nov 18, 2024

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: 17.9B vs. PVEJX (2.91B). MVCAX pays higher dividends than PVEJX: MVCAX (1.16) vs PVEJX (1.02). MVCAX was incepted earlier than PVEJX: MVCAX (23 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 : 26.84 vs. PVEJX (20.99). MVCAX return over 5 years is better than : 49.25 vs. PVEJX (34.47).
MVCAXPVEJXMVCAX / PVEJX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years16 years-
Gain YTD17.80115.580114%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets17.9B2.91B616%
Annual Yield % from dividends1.161.02114%
Returns for 1 year26.8420.99128%
Returns for 3 years8.55-1.75-490%
Returns for 5 years49.2534.47143%
Returns for 10 years78.6420.92376%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IEUS54.810.01
+0.02%
iShares MSCI Europe Small-Cap ETF
PSCD111.34N/A
N/A
Invesco S&P SmallCap Cnsmr Discret ETF
EFAX40.39-0.18
-0.44%
SPDR® MSCI EAFE Fssl Ful Free RsrvETF
VT118.52-1.19
-0.99%
Vanguard Total World Stock ETF
EQTY23.77-0.30
-1.26%
Kovitz Core Equity ETF