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MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$19.27
Change+$0.14 (+0.73%)
VolumeN/A
Net Assets1.6B
MVCAX vs PMDHX Comparison Chart in %
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MVCAX vs. PMDHX commentary
Jul 26, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. PMDHX (1.6B). PMDHX pays higher dividends than MVCAX: PMDHX (1.46) vs MVCAX (0.87). 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 : 2.27 vs. MVCAX (-1.70). PMDHX return over 5 years is better than : 70.50 vs. MVCAX (54.59).
| 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 | 3.814 | 3.295 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.6B | 1,072% |
| Annual Yield % from dividends | 0.87 | 1.46 | 60% |
| Returns for 1 year | -1.70 | 2.27 | -75% |
| Returns for 3 years | 16.54 | 22.95 | 72% |
| Returns for 5 years | 54.59 | 70.50 | 77% |
| Returns for 10 years | 67.90 | N/A | - |
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