MVCAX
Price
$30.48
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
16.83B
PMPRX
Price
$15.21
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
2.31B
Interact to see
Advertisement

MVCAX vs PMPRX

Header iconMVCAX vs PMPRX Comparison
Open Charts MVCAX vs PMPRXBanner chart's image
MFS Mid Cap Value A
Price$30.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets16.83B
Principal MidCap Value I R3
Price$15.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.31B
MVCAX vs PMPRX Comparison Chart in %
View a ticker or compare two or three
VS
MVCAX vs. PMPRX commentary
Dec 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 StrongBuy and PMPRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. PMPRX (2.31B). PMPRX pays higher dividends than MVCAX: PMPRX (0.97) vs MVCAX (0.83). MVCAX was incepted earlier than PMPRX: MVCAX (24 years) vs PMPRX (22 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 (24.00). PMPRX has a lower initial minimum investment than MVCAX: PMPRX (0) vs MVCAX (1000). PMPRX annual gain was more profitable for investors over the last year : -1.23 vs. MVCAX (-1.74). MVCAX return over 5 years is better than : 23.93 vs. PMPRX (6.44).
MVCAXPMPRXMVCAX / PMPRX
Total Expense Ratio0.991.1983%
Annual Report Gross Expense Ratio1.001.2183%
Fund Existence24 years22 years-
Gain YTD-0.6520.132-495%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B2.31B729%
Annual Yield % from dividends0.830.9786%
Returns for 1 year-1.74-1.23141%
Returns for 3 years13.981.95718%
Returns for 5 years23.936.44371%
Returns for 10 years72.8629.81244%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VALQ67.010.03
+0.05%
American Century® U.S. Quality Value ETF
GEOA33.24-0.03
-0.10%
WisdomTree GeoAlpha Opportunities Fund
PWB129.53-0.30
-0.23%
Invesco Large Cap Growth ETF
RSF14.40-0.04
-0.28%
RiverNorth Capital and Income Fund
QDVO29.54-0.11
-0.37%
Amplify CWP Growth & Income ETF