MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
PCMSX
Price
$16.29
Change
+$0.06 (+0.37%)
Updated
Jul 25 closing price
Net Assets
2.35B
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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$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
Principal MidCap Value I R6
Price$16.29
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets2.35B
MVCAX vs PCMSX Comparison Chart in %
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MVCAX vs. PCMSX commentary
Jul 28, 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 PCMSX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PCMSX (2.35B). PCMSX pays higher dividends than MVCAX: PCMSX (1.38) vs MVCAX (0.87). MVCAX was incepted earlier than PCMSX: MVCAX (24 years) vs PCMSX (6 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 : -1.70 vs. PCMSX (-6.92). MVCAX return over 5 years is better than : 54.59 vs. PCMSX (37.00).
MVCAXPCMSXMVCAX / PCMSX
Total Expense Ratio0.990.63157%
Annual Report Gross Expense Ratio1.000.65154%
Fund Existence24 years6 years-
Gain YTD3.8144.55784%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B2.35B737%
Annual Yield % from dividends0.871.3863%
Returns for 1 year-1.70-6.9224%
Returns for 3 years16.545.09325%
Returns for 5 years54.5937.00148%
Returns for 10 years67.90N/A-
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