MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.29B
PVMIX
Price
$16.13
Change
+$0.09 (+0.56%)
Updated
Jul 3 closing price
Net Assets
2.49B
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MVCAX vs PVMIX

Header iconMVCAX vs PVMIX Comparison
Open Charts MVCAX vs PVMIXBanner chart's image
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.29B
Principal MidCap Value I Inst
Price$16.13
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.49B
MVCAX vs PVMIX Comparison Chart in %
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MVCAX vs. PVMIX commentary
Jul 05, 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 PVMIX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PVMIX (2.49B). PVMIX pays higher dividends than MVCAX: PVMIX (1.34) vs MVCAX (0.87). MVCAX was incepted earlier than PVMIX: MVCAX (24 years) vs PVMIX (22 years). MVCAX (1.00) is less costly to investors than PVMIX (0.75). PVMIX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). PVMIX has a lower initial minimum investment than MVCAX: PVMIX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 0.71 vs. PVMIX (-5.10). MVCAX return over 5 years is better than : 59.79 vs. PVMIX (40.63).
MVCAXPVMIXMVCAX / PVMIX
Total Expense Ratio0.990.69143%
Annual Report Gross Expense Ratio1.000.75133%
Fund Existence24 years22 years-
Gain YTD2.5423.28477%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B2.49B695%
Annual Yield % from dividends0.871.3465%
Returns for 1 year0.71-5.10-14%
Returns for 3 years18.256.14297%
Returns for 5 years59.7940.63147%
Returns for 10 years63.9820.33315%
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