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MVCAX vs PMDAX
MVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAX
Principal Small-MidCap Dividend Inc A
Price$16.73
Change+$1.33 (+8.64%)
VolumeN/A
Net Assets1.36B
MVCAX vs PMDAX Comparison Chart
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MVCAX vs. PMDAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 14.6B vs. PMDAX (1.36B). PMDAX pays higher dividends than MVCAX: PMDAX (1.24) vs MVCAX (0.90). 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 : -15.85 vs. MVCAX (-17.72). PMDAX return over 5 years is better than : 51.66 vs. MVCAX (43.61).
| 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 | -14.733 | -16.282 | 90% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.36B | 1,074% |
| Annual Yield % from dividends | 0.90 | 1.24 | 72% |
| Returns for 1 year | -17.72 | -15.85 | 112% |
| Returns for 3 years | -12.26 | -5.84 | 210% |
| Returns for 5 years | 43.61 | 51.66 | 84% |
| Returns for 10 years | 33.68 | 27.17 | 124% |
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