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MVCAX vs PMDAX
MVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAX
Principal Small-MidCap Dividend Inc A
Price$19.66
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets1.62B
MVCAX vs PMDAX Comparison Chart in %
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MVCAX vs. PMDAX commentary
Aug 29, 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: 17.3B vs. PMDAX (1.62B). PMDAX pays higher dividends than MVCAX: PMDAX (1.13) vs MVCAX (0.86). 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 : 5.26 vs. MVCAX (-3.51). PMDAX return over 5 years is better than : 71.45 vs. MVCAX (50.80).
| 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 | 5.574 | 7.526 | 74% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.62B | 1,065% |
| Annual Yield % from dividends | 0.86 | 1.13 | 76% |
| Returns for 1 year | -3.51 | 5.26 | -67% |
| Returns for 3 years | 14.98 | 25.29 | 59% |
| Returns for 5 years | 50.80 | 71.45 | 71% |
| Returns for 10 years | 75.50 | 79.48 | 95% |
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