Ad is loading...
MVCAX vs PMDAX
MVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAX
Principal Small-MidCap Dividend Inc A
Price$18.61
Change-$0.32 (-1.69%)
VolumeN/A
Net Assets1.67B
MVCAX vs PMDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PMDAX commentary
Feb 23, 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 Hold and PMDAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. PMDAX (1.67B). 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 : 7.96 vs. MVCAX (1.20). PMDAX return over 5 years is better than : 32.39 vs. MVCAX (28.23).
| 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 | 0.391 | 2.602 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.67B | 1,043% |
| Annual Yield % from dividends | 1.16 | 1.21 | 96% |
| Returns for 1 year | 1.20 | 7.96 | 15% |
| Returns for 3 years | 3.99 | 13.80 | 29% |
| Returns for 5 years | 28.23 | 32.39 | 87% |
| Returns for 10 years | 60.23 | 55.31 | 109% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers