Interact to see
Advertisement
Advertisement
MVCAX vs PVMIX
MVCAX vs PVMIX Comparison
Open Charts MVCAX vs PVMIX
Principal MidCap Value I Inst
Price$16.43
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.36B
MVCAX vs PVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PVMIX commentary
Sep 09, 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 (2.36B). PVMIX pays higher dividends than MVCAX: PVMIX (1.30) vs MVCAX (0.84). 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 : -2.57 vs. PVMIX (-8.04). MVCAX return over 5 years is better than : 52.00 vs. PVMIX (33.33).
| 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 | 5.508 | 5.795 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 2.36B | 734% |
| Annual Yield % from dividends | 0.84 | 1.30 | 64% |
| Returns for 1 year | -2.57 | -8.04 | 32% |
| Returns for 3 years | 18.36 | 6.26 | 293% |
| Returns for 5 years | 52.00 | 33.33 | 156% |
| Returns for 10 years | 75.57 | 30.82 | 245% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| INFR | 26.01 | 0.38 | +1.46% |
| ClearBridge Sustainable Infras ETF | |||
| GDO | 11.92 | 0.03 | +0.25% |
| Western Asset Global Corporate Opportunity Fund Inc | |||
| DES | 34.38 | 0.02 | +0.06% |
| WisdomTree US SmallCap Dividend ETF | |||
| DJD | 54.71 | -0.24 | -0.43% |
| Invesco Dow Jones Industrial Avg Div ETF | |||
| NBET | 32.26 | -0.33 | -1.03% |
| Neuberger Berman Engy Trnstn & InfrasETF | |||