MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
PMPRX
Price
$15.73
Change
+$0.08 (+0.51%)
Updated
Jul 3 closing price
Net Assets
2.5B
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$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
Principal MidCap Value I R3
Price$15.73
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets2.5B
MVCAX vs PMPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MVCAX vs. PMPRX commentary
Jul 08, 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 PMPRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PMPRX (2.5B). PMPRX pays higher dividends than MVCAX: PMPRX (1.01) vs MVCAX (0.87). 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 : 1.09 vs. PMPRX (-5.42). MVCAX return over 5 years is better than : 60.39 vs. PMPRX (37.55).
MVCAXPMPRXMVCAX / PMPRX
Total Expense Ratio0.991.1983%
Annual Report Gross Expense Ratio1.001.2183%
Fund Existence24 years21 years-
Gain YTD2.9343.55583%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B2.5B691%
Annual Yield % from dividends0.871.0187%
Returns for 1 year1.09-5.42-20%
Returns for 3 years18.705.02373%
Returns for 5 years60.3937.55161%
Returns for 10 years64.6114.18456%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BRGNX39.930.34
+0.86%
iShares Russell 1000 Large-Cap Idx Instl
JFAMX34.690.22
+0.64%
JPMorgan Emerging Markets Equity A
JFCIX38.810.21
+0.54%
JHancock Fundamental All Cap Core I
OTGAX9.400.05
+0.53%
OTG Latin America A Shares
SREAX13.660.01
+0.07%
PGIM Select Real Estate A