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MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$18.84
Change-$0.32 (-1.67%)
VolumeN/A
Net Assets1.67B
MVCAX vs PMDHX Comparison Chart
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MVCAX vs. PMDHX commentary
Feb 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 Hold and PMDHX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. PMDHX (1.67B). 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 : 6.53 vs. MVCAX (1.20). PMDHX return over 5 years is better than : 32.07 vs. MVCAX (28.23).
| 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 | 0.391 | 0.911 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.67B | 1,043% |
| Annual Yield % from dividends | 1.16 | 1.48 | 78% |
| Returns for 1 year | 1.20 | 6.53 | 18% |
| Returns for 3 years | 3.99 | 12.73 | 31% |
| Returns for 5 years | 28.23 | 32.07 | 88% |
| Returns for 10 years | 60.23 | N/A | - |
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