Interact to see
Advertisement
Advertisement
MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$15.87
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.29B
MVCAX vs PVEJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PVEJX 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 PVEJX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PVEJX (2.3B). PVEJX pays higher dividends than MVCAX: PVEJX (1.19) vs MVCAX (0.84). 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: 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 : -9.14 vs. PVEJX (-14.07). MVCAX return over 5 years is better than : 44.40 vs. PVEJX (25.89).
| 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 | 3.585 | 3.997 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 2.3B | 736% |
| Annual Yield % from dividends | 0.84 | 1.19 | 71% |
| Returns for 1 year | -9.14 | -14.07 | 65% |
| Returns for 3 years | 20.07 | 6.48 | 310% |
| Returns for 5 years | 44.40 | 25.89 | 172% |
| Returns for 10 years | 70.98 | 23.41 | 303% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGPKX | 14.07 | 0.12 | +0.86% |
| Baillie Gifford Developed EAFE All Cap K | |||
| REAIX | 26.74 | 0.19 | +0.72% |
| American Century Real Estate I | |||
| JMCCX | 59.92 | 0.15 | +0.25% |
| JPMorgan Mid Cap Equity C | |||
| EMOLX | 19.98 | N/A | N/A |
| Lord Abbett Emerging Markets Equity F3 | |||
| FGFAX | 46.08 | N/A | N/A |
| Federated Hermes International Leaders A | |||