Interact to see
Advertisement
Advertisement
MVCAX vs PMDAX
MVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAX
Principal Small-MidCap Dividend Inc A
Price$17.99
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.59B
MVCAX vs PMDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PMDAX commentary
Jun 06, 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: 16.7B vs. PMDAX (1.59B). PMDAX pays higher dividends than MVCAX: PMDAX (1.23) vs MVCAX (0.89). 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 : 1.42 vs. MVCAX (-5.21). PMDAX return over 5 years is better than : 50.39 vs. MVCAX (40.41).
| 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 | -1.923 | -2.147 | 90% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.59B | 1,053% |
| Annual Yield % from dividends | 0.89 | 1.23 | 72% |
| Returns for 1 year | -5.21 | 1.42 | -366% |
| Returns for 3 years | 2.03 | 9.99 | 20% |
| Returns for 5 years | 40.41 | 50.39 | 80% |
| Returns for 10 years | 55.63 | 52.00 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement