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MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$19.57
Change+$0.23 (+1.19%)
VolumeN/A
Net Assets1.6B
MVCAX vs PMDHX Comparison Chart in %
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MVCAX vs. PMDHX commentary
Oct 21, 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 PMDHX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PMDHX (1.6B). PMDHX pays higher dividends than MVCAX: PMDHX (1.38) vs MVCAX (0.84). MVCAX was incepted earlier than PMDHX: MVCAX (24 years) vs PMDHX (9 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 : -1.74 vs. MVCAX (-9.14). PMDHX return over 5 years is better than : 67.96 vs. MVCAX (44.40).
| 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 | 9 years | - |
| Gain YTD | 3.585 | 4.778 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.6B | 1,056% |
| Annual Yield % from dividends | 0.84 | 1.38 | 61% |
| Returns for 1 year | -9.14 | -1.74 | 525% |
| Returns for 3 years | 20.07 | 32.17 | 62% |
| Returns for 5 years | 44.40 | 67.96 | 65% |
| Returns for 10 years | 70.98 | N/A | - |
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