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MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$15.94
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.35B
MVCAX vs PVEJX Comparison Chart in %
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MVCAX vs. PVEJX commentary
Jul 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 PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PVEJX (2.35B). PVEJX pays higher dividends than MVCAX: PVEJX (1.24) vs MVCAX (0.87). MVCAX was incepted earlier than PVEJX: MVCAX (24 years) vs PVEJX (16 years). MVCAX (1.00) is less costly to investors than PVEJX (0.89). PVEJX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). MVCAX (1000) and PVEJX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -1.70 vs. PVEJX (-7.36). MVCAX return over 5 years is better than : 54.59 vs. PVEJX (34.78).
| MVCAX | PVEJX | MVCAX / PVEJX | |
| Total Expense Ratio | 0.99 | 0.87 | 114% |
| Annual Report Gross Expense Ratio | 1.00 | 0.89 | 112% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 3.814 | 4.456 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 2.35B | 737% |
| Annual Yield % from dividends | 0.87 | 1.24 | 71% |
| Returns for 1 year | -1.70 | -7.36 | 23% |
| Returns for 3 years | 16.54 | 4.09 | 404% |
| Returns for 5 years | 54.59 | 34.78 | 157% |
| Returns for 10 years | 67.90 | 20.28 | 335% |
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