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MVCAX vs PMDDX
MVCAX vs PMDDX Comparison
Open Charts MVCAX vs PMDDX
Principal Small-MidCap Dividend Inc C
Price$18.58
Change-$0.10 (-0.54%)
VolumeN/A
Net Assets1.6B
MVCAX vs PMDDX Comparison Chart in %
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MVCAX vs. PMDDX commentary
Aug 01, 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 PMDDX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. PMDDX (1.6B). MVCAX pays higher dividends than PMDDX: MVCAX (0.87) vs PMDDX (0.38). 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 : -1.03 vs. MVCAX (-6.24). PMDDX return over 5 years is better than : 62.51 vs. MVCAX (51.09).
| 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 | 1.890 | 2.580 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.6B | 1,063% |
| Annual Yield % from dividends | 0.87 | 0.38 | 231% |
| Returns for 1 year | -6.24 | -1.03 | 603% |
| Returns for 3 years | 10.58 | 14.75 | 72% |
| Returns for 5 years | 51.09 | 62.51 | 82% |
| Returns for 10 years | 63.10 | 52.38 | 120% |
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