Ad is loading...
MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$18.23
Change+$0.27 (+1.50%)
VolumeN/A
Net Assets1.57B
MVCAX vs PMDHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PMDHX commentary
Apr 04, 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 StrongBuy and PMDHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. PMDHX (1.57B). PMDHX pays higher dividends than MVCAX: PMDHX (1.57) vs MVCAX (0.90). 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 : -1.96 vs. MVCAX (-4.35). PMDHX return over 5 years is better than : 110.16 vs. MVCAX (96.65).
| 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 | -1.369 | -3.438 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.57B | 1,067% |
| Annual Yield % from dividends | 0.90 | 1.57 | 57% |
| Returns for 1 year | -4.35 | -1.96 | 221% |
| Returns for 3 years | 0.31 | 6.50 | 5% |
| Returns for 5 years | 96.65 | 110.16 | 88% |
| Returns for 10 years | 56.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...