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MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$16.04
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets2.37B
MVCAX vs PVEJX Comparison Chart in %
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MVCAX vs. PVEJX commentary
Feb 05, 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 PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PVEJX (2.37B). MVCAX pays higher dividends than PVEJX: MVCAX (1.20) vs PVEJX (0.90). MVCAX was incepted earlier than PVEJX: MVCAX (24 years) vs PVEJX (17 years). MVCAX (1.00) is less costly to investors than PVEJX (0.89). PVEJX is a more actively managed with annual turnover of: 79.60 vs. MVCAX (24.00). MVCAX (1000) and PVEJX (1000) have matching initial minimum investment requirements. PVEJX annual gain was more profitable for investors over the last year : 3.12 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. PVEJX (8.45).
| 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 | 17 years | - |
| Gain YTD | 4.789 | 6.366 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 2.37B | 720% |
| Annual Yield % from dividends | 1.20 | 0.90 | 133% |
| Returns for 1 year | 1.90 | 3.12 | 61% |
| Returns for 3 years | 11.13 | 1.91 | 584% |
| Returns for 5 years | 23.95 | 8.45 | 284% |
| Returns for 10 years | 99.09 | 57.81 | 171% |
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