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MVCAX vs PVMIX
MVCAX vs PVMIX Comparison
Open Charts MVCAX vs PVMIX
Principal MidCap Value I Inst
Price$15.87
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.24B
MVCAX vs PVMIX Comparison Chart in %
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MVCAX vs. PVMIX commentary
Nov 20, 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 Hold and PVMIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. PVMIX (2.24B). PVMIX pays higher dividends than MVCAX: PVMIX (1.32) vs MVCAX (0.85). 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 : -10.73 vs. PVMIX (-14.70). MVCAX return over 5 years is better than : 32.26 vs. PVMIX (16.90).
| 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 | 22 years | - |
| Gain YTD | 1.597 | 2.511 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 2.24B | 731% |
| Annual Yield % from dividends | 0.85 | 1.32 | 65% |
| Returns for 1 year | -10.73 | -14.70 | 73% |
| Returns for 3 years | 9.47 | -1.90 | -497% |
| Returns for 5 years | 32.26 | 16.90 | 191% |
| Returns for 10 years | 65.95 | 24.45 | 270% |
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