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MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$18.75
Change+$0.21 (+1.13%)
VolumeN/A
CapitalizationN/A
MVCAX vs PMDHX Comparison Chart
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MVCAX vs. PMDHX commentary
Dec 22, 2024
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 PMDHX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PMDHX (1.69B). PMDHX pays higher dividends than MVCAX: PMDHX (1.48) vs MVCAX (1.16). MVCAX was incepted earlier than PMDHX: MVCAX (23 years) vs PMDHX (8 years). PMDHX is a more actively managed with annual turnover of: 26.50 vs. MVCAX (19.00). 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 : 8.74 vs. MVCAX (4.62). MVCAX (29.00) and PMDHX (28.55) have equivalent 5 years return.
| MVCAX | PMDHX | MVCAX / PMDHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 3.777 | 7.922 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.69B | 1,010% |
| Annual Yield % from dividends | 1.16 | 1.48 | 78% |
| Returns for 1 year | 4.62 | 8.74 | 53% |
| Returns for 3 years | 3.21 | 9.13 | 35% |
| Returns for 5 years | 29.00 | 28.55 | 102% |
| Returns for 10 years | 63.28 | N/A | - |
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