MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
PCMSX
Price
$16.23
Change
+$0.04 (+0.25%)
Updated
Oct 17 closing price
Net Assets
2.29B
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MVCAX vs PCMSX

Header iconMVCAX vs PCMSX Comparison
Open Charts MVCAX vs PCMSXBanner chart's image
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
Principal MidCap Value I R6
Price$16.23
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.29B
MVCAX vs PCMSX Comparison Chart in %
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MVCAX vs. PCMSX commentary
Oct 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 Hold and PCMSX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PCMSX (2.3B). PCMSX pays higher dividends than MVCAX: PCMSX (1.33) vs MVCAX (0.84). MVCAX was incepted earlier than PCMSX: MVCAX (24 years) vs PCMSX (7 years). MVCAX (1.00) is less costly to investors than PCMSX (0.65). PCMSX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). PCMSX has a lower initial minimum investment than MVCAX: PCMSX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -9.14 vs. PCMSX (-13.58). MVCAX return over 5 years is better than : 44.40 vs. PCMSX (27.97).
MVCAXPCMSXMVCAX / PCMSX
Total Expense Ratio0.990.63157%
Annual Report Gross Expense Ratio1.000.65154%
Fund Existence24 years7 years-
Gain YTD3.5854.17286%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B2.3B736%
Annual Yield % from dividends0.841.3363%
Returns for 1 year-9.14-13.5867%
Returns for 3 years20.077.53267%
Returns for 5 years44.4027.97159%
Returns for 10 years70.98N/A-
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