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MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$17.18
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets1.5B
MVCAX vs PMDHX Comparison Chart
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MVCAX vs. PMDHX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16B vs. PMDHX (1.5B). 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 : -2.71 vs. MVCAX (-7.24). PMDHX return over 5 years is better than : 77.35 vs. MVCAX (61.61).
| 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 | -6.780 | -7.362 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.5B | 1,067% |
| Annual Yield % from dividends | 0.90 | 1.57 | 57% |
| Returns for 1 year | -7.24 | -2.71 | 267% |
| Returns for 3 years | -0.14 | 8.42 | -2% |
| Returns for 5 years | 61.61 | 77.35 | 80% |
| Returns for 10 years | 46.93 | N/A | - |
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