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MVCAX vs PMDAX
MVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAX
Principal Small-MidCap Dividend Inc A
Price$18.78
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.56B
MVCAX vs PMDAX Comparison Chart in %
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MVCAX vs. PMDAX commentary
Aug 08, 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 PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PMDAX (1.56B). PMDAX pays higher dividends than MVCAX: PMDAX (1.13) vs MVCAX (0.86). MVCAX was incepted earlier than PMDAX: MVCAX (24 years) vs PMDAX (14 years). PMDAX (1.16) is less costly to investors than MVCAX (1.00). PMDAX is a more actively managed with annual turnover of: 37.30 vs. MVCAX (27.00). MVCAX (6%) and PMDAX (6%) have equivalent initial investment costs. MVCAX (1000) and PMDAX (1000) have matching initial minimum investment requirements. PMDAX annual gain was more profitable for investors over the last year : 6.66 vs. MVCAX (-0.91). PMDAX return over 5 years is better than : 62.74 vs. MVCAX (46.66).
| MVCAX | PMDAX | MVCAX / PMDAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.16 | 86% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 1.662 | 2.234 | 74% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.56B | 1,081% |
| Annual Yield % from dividends | 0.86 | 1.13 | 76% |
| Returns for 1 year | -0.91 | 6.66 | -14% |
| Returns for 3 years | 10.30 | 16.83 | 61% |
| Returns for 5 years | 46.66 | 62.74 | 74% |
| Returns for 10 years | 60.93 | 61.51 | 99% |
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