MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
PMPRX
Price
$15.76
Change
+$0.04 (+0.25%)
Updated
Oct 17 closing price
Net Assets
2.3B
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MVCAX vs PMPRX

Header iconMVCAX vs PMPRX Comparison
Open Charts MVCAX vs PMPRXBanner chart's image
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
Principal MidCap Value I R3
Price$15.76
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.3B
MVCAX vs PMPRX Comparison Chart in %
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MVCAX vs. PMPRX commentary
Oct 19, 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 Hold and PMPRX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PMPRX (2.3B). PMPRX pays higher dividends than MVCAX: PMPRX (0.97) vs MVCAX (0.84). MVCAX was incepted earlier than PMPRX: MVCAX (24 years) vs PMPRX (21 years). PMPRX (1.21) is less costly to investors than MVCAX (1.00). PMPRX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). PMPRX has a lower initial minimum investment than MVCAX: PMPRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -9.14 vs. PMPRX (-14.39). MVCAX return over 5 years is better than : 44.40 vs. PMPRX (24.12).
MVCAXPMPRXMVCAX / PMPRX
Total Expense Ratio0.991.1983%
Annual Report Gross Expense Ratio1.001.2183%
Fund Existence24 years21 years-
Gain YTD3.5853.75296%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B2.3B735%
Annual Yield % from dividends0.840.9786%
Returns for 1 year-9.14-14.3964%
Returns for 3 years20.075.63356%
Returns for 5 years44.4024.12184%
Returns for 10 years70.9819.97355%
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