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MVCAX vs PVMIX
MVCAX vs PVMIX Comparison
Open Charts MVCAX vs PVMIX
Principal MidCap Value I Inst
Price$14.27
Change+$0.21 (+1.49%)
VolumeN/A
Net Assets2.23B
MVCAX vs PVMIX Comparison Chart
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MVCAX vs. PVMIX commentary
Apr 12, 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: 15.2B vs. PVMIX (2.23B). PVMIX pays higher dividends than MVCAX: PVMIX (1.37) vs MVCAX (0.90). MVCAX was incepted earlier than PVMIX: MVCAX (24 years) vs PVMIX (21 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 : -12.97 vs. PVMIX (-17.86). MVCAX return over 5 years is better than : 49.10 vs. PVMIX (34.05).
| MVCAX | PVMIX | MVCAX / PVMIX | |
| Total Expense Ratio | 0.99 | 0.69 | 143% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -11.473 | -9.466 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 2.23B | 683% |
| Annual Yield % from dividends | 0.90 | 1.37 | 65% |
| Returns for 1 year | -12.97 | -17.86 | 73% |
| Returns for 3 years | -8.09 | -14.84 | 55% |
| Returns for 5 years | 49.10 | 34.05 | 144% |
| Returns for 10 years | 39.26 | 2.37 | 1,654% |
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