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MVCAX vs PMDDX
MVCAX vs PMDDX Comparison
Open Charts MVCAX vs PMDDX
Principal Small-MidCap Dividend Inc C
Price$19.09
Change+$0.21 (+1.11%)
VolumeN/A
Net Assets1.73B
MVCAX vs PMDDX Comparison Chart
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MVCAX vs. PMDDX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. PMDDX (1.73B). MVCAX pays higher dividends than PMDDX: MVCAX (1.16) vs PMDDX (0.54). MVCAX was incepted earlier than PMDDX: MVCAX (23 years) vs PMDDX (13 years). PMDDX is a more actively managed with annual turnover of: 26.50 vs. MVCAX (19.00). MVCAX (1000) and PMDDX (1000) have matching initial minimum investment requirements. PMDDX annual gain was more profitable for investors over the last year : 12.06 vs. MVCAX (9.88). MVCAX return over 5 years is better than : 37.75 vs. PMDDX (32.37).
| MVCAX | PMDDX | MVCAX / PMDDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.172 | 3.395 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 1.73B | 1,016% |
| Annual Yield % from dividends | 1.16 | 0.54 | 214% |
| Returns for 1 year | 9.88 | 12.06 | 82% |
| Returns for 3 years | 6.84 | 11.04 | 62% |
| Returns for 5 years | 37.75 | 32.37 | 117% |
| Returns for 10 years | 74.85 | 51.19 | 146% |
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