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MVCAX vs PMDDX
MVCAX vs PMDDX Comparison
Open Charts MVCAX vs PMDDX
Principal Small-MidCap Dividend Inc C
Price$16.22
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets1.45B
MVCAX vs PMDDX Comparison Chart
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MVCAX vs. PMDDX commentary
Apr 19, 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: 15.5B vs. PMDDX (1.45B). MVCAX pays higher dividends than PMDDX: MVCAX (0.90) vs PMDDX (0.43). 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 : -5.50 vs. MVCAX (-8.14). PMDDX return over 5 years is better than : 61.55 vs. MVCAX (54.79).
| 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 | -9.648 | -11.075 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.45B | 1,072% |
| Annual Yield % from dividends | 0.90 | 0.43 | 207% |
| Returns for 1 year | -8.14 | -5.50 | 148% |
| Returns for 3 years | -6.94 | -1.23 | 562% |
| Returns for 5 years | 54.79 | 61.55 | 89% |
| Returns for 10 years | 42.27 | 25.37 | 167% |