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MVCAX vs PMDAX
MVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAX
Principal Small-MidCap Dividend Inc A
Price$18.45
Change-$0.70 (-3.66%)
VolumeN/A
CapitalizationN/A
MVCAX vs PMDAX Comparison Chart
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MVCAX vs. PMDAX commentary
Dec 19, 2024
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 PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. PMDAX (1.75B). PMDAX (1.21) and MVCAX (1.16) have matching dividends . MVCAX was incepted earlier than PMDAX: MVCAX (23 years) vs PMDAX (14 years). PMDAX is a more actively managed with annual turnover of: 26.50 vs. MVCAX (19.00). MVCAX (1000) and PMDAX (1000) have matching initial minimum investment requirements. PMDAX annual gain was more profitable for investors over the last year : 13.18 vs. MVCAX (7.20). MVCAX (32.46) and PMDAX (31.48) have equivalent 5 years return.
| MVCAX | PMDAX | MVCAX / PMDAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 5.872 | 11.239 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.75B | 999% |
| Annual Yield % from dividends | 1.16 | 1.21 | 96% |
| Returns for 1 year | 7.20 | 13.18 | 55% |
| Returns for 3 years | 5.74 | 12.60 | 46% |
| Returns for 5 years | 32.46 | 31.48 | 103% |
| Returns for 10 years | 68.25 | 62.30 | 110% |
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