MVCAX
Price
$31.67
Change
-$0.30 (-0.94%)
Updated
Sep 25 closing price
Net Assets
17.04B
PVMIX
Price
$16.27
Change
-$0.12 (-0.73%)
Updated
Sep 25 closing price
Net Assets
2.34B
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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$31.67
Change-$0.30 (-0.94%)
VolumeN/A
Net Assets17.04B
Principal MidCap Value I Inst
Price$16.27
Change-$0.12 (-0.73%)
VolumeN/A
Net Assets2.34B
MVCAX vs PVMIX Comparison Chart in %
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MVCAX vs. PVMIX commentary
Sep 26, 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: 17B vs. PVMIX (2.34B). PVMIX pays higher dividends than MVCAX: PVMIX (1.30) vs MVCAX (0.84). 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 : -6.10 vs. PVMIX (-10.63). MVCAX return over 5 years is better than : 56.19 vs. PVMIX (38.53).
MVCAXPVMIXMVCAX / PVMIX
Total Expense Ratio0.990.69143%
Annual Report Gross Expense Ratio1.000.75133%
Fund Existence24 years22 years-
Gain YTD4.2055.53876%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17B2.34B727%
Annual Yield % from dividends0.841.3064%
Returns for 1 year-6.10-10.6357%
Returns for 3 years26.7414.26188%
Returns for 5 years56.1938.53146%
Returns for 10 years83.7437.88221%
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