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MVCAX vs PVMIX
MVCAX vs PVMIX Comparison
Open Charts MVCAX vs PVMIX
Principal MidCap Value I Inst
Price$16.13
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.5B
MVCAX vs PVMIX Comparison Chart in %
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MVCAX vs. PVMIX commentary
Jul 07, 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 PVMIX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PVMIX (2.5B). PVMIX pays higher dividends than MVCAX: PVMIX (1.34) vs MVCAX (0.87). MVCAX was incepted earlier than PVMIX: MVCAX (24 years) vs PVMIX (22 years). MVCAX (1.00) is less costly to investors than PVMIX (0.75). PVMIX is a more actively managed with annual turnover of: 55.30 vs. MVCAX (27.00). PVMIX has a lower initial minimum investment than MVCAX: PVMIX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. PVMIX (-4.56). MVCAX return over 5 years is better than : 60.39 vs. PVMIX (41.42).
| MVCAX | PVMIX | MVCAX / PVMIX | |
| Total Expense Ratio | 0.99 | 0.69 | 143% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 2.934 | 3.863 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 2.5B | 691% |
| Annual Yield % from dividends | 0.87 | 1.34 | 65% |
| Returns for 1 year | 1.09 | -4.56 | -24% |
| Returns for 3 years | 18.70 | 6.74 | 278% |
| Returns for 5 years | 60.39 | 41.42 | 146% |
| Returns for 10 years | 64.61 | 21.00 | 308% |
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