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MVCAX vs PCMVX
MVCAX vs PCMVX Comparison
Open Charts MVCAX vs PCMVX
Principal MidCap Value I A
Price$16.30
Change+$0.11 (+0.68%)
VolumeN/A
Net Assets2.37B
MVCAX vs PCMVX Comparison Chart in %
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MVCAX vs. PCMVX commentary
Feb 04, 2026
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 PCMVX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PCMVX (2.37B). MVCAX pays higher dividends than PCMVX: MVCAX (1.20) vs PCMVX (0.71). 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: 79.60 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. PCMVX annual gain was more profitable for investors over the last year : 3.00 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. PCMVX (7.96).
| MVCAX | PCMVX | MVCAX / PCMVX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.00 | 1.09 | 92% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 4.789 | 6.327 | 76% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 2.37B | 720% |
| Annual Yield % from dividends | 1.20 | 0.71 | 169% |
| Returns for 1 year | 1.90 | 3.00 | 63% |
| Returns for 3 years | 11.13 | 1.56 | 715% |
| Returns for 5 years | 23.95 | 7.96 | 301% |
| Returns for 10 years | 99.09 | N/A | - |
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