MVCAX
Price
$30.46
Change
-$0.28 (-0.91%)
Updated
Dec 12 closing price
Net Assets
17.04B
PCMVX
Price
$16.55
Change
-$0.11 (-0.66%)
Updated
Dec 12 closing price
Net Assets
2.34B
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MVCAX vs PCMVX

Header iconMVCAX vs PCMVX Comparison
Open Charts MVCAX vs PCMVXBanner chart's image
MFS Mid Cap Value A
Price$30.46
Change-$0.28 (-0.91%)
VolumeN/A
Net Assets17.04B
Principal MidCap Value I A
Price$16.55
Change-$0.11 (-0.66%)
VolumeN/A
Net Assets2.34B
MVCAX vs PCMVX Comparison Chart in %
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MVCAX vs. PCMVX commentary
Dec 14, 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 PCMVX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. PCMVX (2.34B). PCMVX pays higher dividends than MVCAX: PCMVX (1.02) vs MVCAX (0.83). MVCAX was incepted earlier than PCMVX: MVCAX (24 years) vs PCMVX (7 years). PCMVX (1.09) is less costly to investors than MVCAX (1.00). PCMVX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (24.00). MVCAX (6%) and PCMVX (6%) have equivalent initial investment costs. MVCAX (1000) and PCMVX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -4.12 vs. PCMVX (-11.63). MVCAX return over 5 years is better than : 27.20 vs. PCMVX (16.87).
MVCAXPCMVXMVCAX / PCMVX
Total Expense Ratio0.991.0793%
Annual Report Gross Expense Ratio1.001.0992%
Fund Existence24 years7 years-
Gain YTD0.1967.4843%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets17B2.34B727%
Annual Yield % from dividends0.831.0281%
Returns for 1 year-4.12-11.6335%
Returns for 3 years12.851.281,007%
Returns for 5 years27.2016.87161%
Returns for 10 years72.41N/A-
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