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MVCAX vs PVEJX
MVCAX vs PVEJX Comparison
Open Charts MVCAX vs PVEJX
Principal MidCap Value I J
Price$15.14
Change-$0.18 (-1.17%)
VolumeN/A
Net Assets2.41B
MVCAX vs PVEJX Comparison Chart
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MVCAX vs. PVEJX commentary
Jun 15, 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: 16.6B vs. PVEJX (2.41B). PVEJX pays higher dividends than MVCAX: PVEJX (1.26) vs MVCAX (0.89). 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 : -4.53 vs. PVEJX (-9.52). MVCAX return over 5 years is better than : 51.98 vs. PVEJX (33.05).
| 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 | -2.086 | -0.786 | 265% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 2.41B | 690% |
| Annual Yield % from dividends | 0.89 | 1.26 | 71% |
| Returns for 1 year | -4.53 | -9.52 | 48% |
| Returns for 3 years | 13.00 | 1.25 | 1,037% |
| Returns for 5 years | 51.98 | 33.05 | 157% |
| Returns for 10 years | 53.51 | 9.55 | 560% |
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