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MVCAX vs PCMVX
MVCAX vs PCMVX Comparison
Open Charts MVCAX vs PCMVX
Principal MidCap Value I A
Price$16.10
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets2.35B
MVCAX vs PCMVX Comparison Chart in %
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MVCAX vs. PCMVX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PCMVX (2.35B). MVCAX pays higher dividends than PCMVX: MVCAX (1.24) vs PCMVX (0.74). 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. PCMVX annual gain was more profitable for investors over the last year : 3.55 vs. MVCAX (2.50). MVCAX return over 5 years is better than : 22.73 vs. PCMVX (7.60).
| 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 | 3.991 | 5.023 | 79% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 2.35B | 727% |
| Annual Yield % from dividends | 1.24 | 0.74 | 167% |
| Returns for 1 year | 2.50 | 3.55 | 70% |
| Returns for 3 years | 12.55 | 2.73 | 459% |
| Returns for 5 years | 22.73 | 7.60 | 299% |
| Returns for 10 years | 100.02 | N/A | - |
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