Interact to see
Advertisement
Advertisement
MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$16.08
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.31B
MVCAX vs PVEJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PVEJX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PVEJX (2.31B). PVEJX pays higher dividends than MVCAX: PVEJX (1.19) vs MVCAX (0.83). 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 : -10.42 vs. PVEJX (-15.11). MVCAX return over 5 years is better than : 34.05 vs. PVEJX (15.96).
| 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 | 5.280 | 5.701 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 2.31B | 732% |
| Annual Yield % from dividends | 0.83 | 1.19 | 70% |
| Returns for 1 year | -10.42 | -15.11 | 69% |
| Returns for 3 years | 10.29 | -2.25 | -457% |
| Returns for 5 years | 34.05 | 15.96 | 213% |
| Returns for 10 years | 72.82 | 25.35 | 287% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement