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MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$18.09
Change-$0.48 (-2.58%)
VolumeN/A
Net Assets1.64B
MVCAX vs PMDHX Comparison Chart
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MVCAX vs. PMDHX commentary
May 23, 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 PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. PMDHX (1.64B). PMDHX pays higher dividends than MVCAX: PMDHX (1.63) vs MVCAX (0.93). MVCAX was incepted earlier than PMDHX: MVCAX (24 years) vs PMDHX (8 years). MVCAX (1.00) is less costly to investors than PMDHX (0.79). PMDHX is a more actively managed with annual turnover of: 37.30 vs. MVCAX (27.00). PMDHX has a lower initial minimum investment than MVCAX: PMDHX (0) vs MVCAX (1000). PMDHX annual gain was more profitable for investors over the last year : 0.61 vs. MVCAX (-7.69). PMDHX return over 5 years is better than : 79.79 vs. MVCAX (59.35).
| MVCAX | PMDHX | MVCAX / PMDHX | |
| Total Expense Ratio | 0.99 | 0.79 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.79 | 127% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | -2.934 | -0.158 | 1,859% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.64B | 1,038% |
| Annual Yield % from dividends | 0.93 | 1.63 | 57% |
| Returns for 1 year | -7.69 | 0.61 | -1,263% |
| Returns for 3 years | 7.58 | 19.76 | 38% |
| Returns for 5 years | 59.35 | 79.79 | 74% |
| Returns for 10 years | 51.03 | N/A | - |
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