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MVCAX vs PMDDX
MVCAX vs PMDDX Comparison
Open Charts MVCAX vs PMDDX
Principal Small-MidCap Dividend Inc C
Price$19.48
Change+$0.53 (+2.80%)
VolumeN/A
Net Assets1.63B
MVCAX vs PMDDX Comparison Chart in %
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MVCAX vs. PMDDX commentary
Aug 25, 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 PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. PMDDX (1.63B). MVCAX pays higher dividends than PMDDX: MVCAX (0.86) vs PMDDX (0.37). MVCAX was incepted earlier than PMDDX: MVCAX (24 years) vs PMDDX (13 years). PMDDX (2.00) is less costly to investors than MVCAX (1.00). PMDDX is a more actively managed with annual turnover of: 37.30 vs. MVCAX (27.00). MVCAX (1000) and PMDDX (1000) have matching initial minimum investment requirements. PMDDX annual gain was more profitable for investors over the last year : 6.23 vs. MVCAX (-2.36). PMDDX return over 5 years is better than : 69.90 vs. MVCAX (54.54).
| MVCAX | PMDDX | MVCAX / PMDDX | |
| Total Expense Ratio | 0.99 | 1.87 | 53% |
| Annual Report Gross Expense Ratio | 1.00 | 2.00 | 50% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 5.671 | 6.973 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.63B | 1,065% |
| Annual Yield % from dividends | 0.86 | 0.37 | 232% |
| Returns for 1 year | -2.36 | 6.23 | -38% |
| Returns for 3 years | 13.35 | 20.33 | 66% |
| Returns for 5 years | 54.54 | 69.90 | 78% |
| Returns for 10 years | 85.13 | 74.78 | 114% |
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