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MVCAX vs PVMIX
MVCAX vs PVMIX Comparison
Open Charts MVCAX vs PVMIX
Principal MidCap Value I Inst
Price$16.14
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets2.35B
MVCAX vs PVMIX Comparison Chart in %
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MVCAX vs. PVMIX commentary
Jan 15, 2026
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 PVMIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PVMIX (2.35B). MVCAX pays higher dividends than PVMIX: MVCAX (1.24) vs PVMIX (1.10). 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 (24.00). PVMIX has a lower initial minimum investment than MVCAX: PVMIX (0) vs MVCAX (1000). PVMIX annual gain was more profitable for investors over the last year : 4.22 vs. MVCAX (3.14). MVCAX return over 5 years is better than : 21.31 vs. PVMIX (7.58).
| 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 | 3.525 | 4.294 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 2.35B | 727% |
| Annual Yield % from dividends | 1.24 | 1.10 | 113% |
| Returns for 1 year | 3.14 | 4.22 | 74% |
| Returns for 3 years | 12.04 | 3.32 | 362% |
| Returns for 5 years | 21.31 | 7.58 | 281% |
| Returns for 10 years | 99.13 | 59.32 | 167% |
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