MVCAX
Price
$32.06
Change
+$0.39 (+1.23%)
Updated
Sep 26 closing price
Net Assets
17.08B
PCMVX
Price
$16.38
Change
+$0.19 (+1.17%)
Updated
Sep 26 closing price
Net Assets
2.35B
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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$32.06
Change+$0.39 (+1.23%)
VolumeN/A
Net Assets17.08B
Principal MidCap Value I A
Price$16.38
Change+$0.19 (+1.17%)
VolumeN/A
Net Assets2.35B
MVCAX vs PCMVX Comparison Chart in %
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MVCAX vs. PCMVX commentary
Sep 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 PCMVX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PCMVX (2.35B). PCMVX pays higher dividends than MVCAX: PCMVX (1.03) vs MVCAX (0.84). MVCAX was incepted earlier than PCMVX: MVCAX (24 years) vs PCMVX (6 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 (27.00). 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 : -6.51 vs. PCMVX (-11.11). MVCAX return over 5 years is better than : 56.63 vs. PCMVX (36.86).
MVCAXPCMVXMVCAX / PCMVX
Total Expense Ratio0.991.0793%
Annual Report Gross Expense Ratio1.001.0992%
Fund Existence24 years6 years-
Gain YTD4.4985.67779%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B2.35B729%
Annual Yield % from dividends0.841.0381%
Returns for 1 year-6.51-11.1159%
Returns for 3 years27.5413.87199%
Returns for 5 years56.6336.86154%
Returns for 10 years84.56N/A-
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