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MVCAX vs PVMIX
MVCAX vs PVMIX Comparison
Open Charts MVCAX vs PVMIX
Principal MidCap Value I Inst
Price$16.03
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.81B
MVCAX vs PVMIX Comparison Chart
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MVCAX vs. PVMIX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. PVMIX (2.81B). PVMIX (1.18) and MVCAX (1.16) have matching dividends . MVCAX was incepted earlier than PVMIX: MVCAX (23 years) vs PVMIX (21 years). PVMIX is a more actively managed with annual turnover of: 49.90 vs. MVCAX (19.00). 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 : 9.50 vs. PVMIX (1.21). MVCAX return over 5 years is better than : 30.79 vs. PVMIX (16.97).
| MVCAX | PVMIX | MVCAX / PVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 2.966 | 3.220 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 2.81B | 625% |
| Annual Yield % from dividends | 1.16 | 1.18 | 99% |
| Returns for 1 year | 9.50 | 1.21 | 785% |
| Returns for 3 years | 2.65 | -5.09 | -52% |
| Returns for 5 years | 30.79 | 16.97 | 181% |
| Returns for 10 years | 74.34 | 22.98 | 324% |
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