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MVCAX vs PMDAX
MVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAX
Principal Small-MidCap Dividend Inc A
Price$19.23
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets1.74B
MVCAX vs PMDAX Comparison Chart
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MVCAX vs. PMDAX commentary
Jan 18, 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: 17.6B vs. PMDAX (1.74B). 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 : 13.73 vs. MVCAX (9.50). MVCAX (30.79) and PMDAX (30.62) 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 | 2.966 | 3.523 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 1.74B | 1,012% |
| Annual Yield % from dividends | 1.16 | 1.21 | 96% |
| Returns for 1 year | 9.50 | 13.73 | 69% |
| Returns for 3 years | 2.65 | 9.26 | 29% |
| Returns for 5 years | 30.79 | 30.62 | 101% |
| Returns for 10 years | 74.34 | 63.75 | 117% |
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