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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$18.73
Change-$0.32 (-1.68%)
VolumeN/A
Net Assets1.67B
MVCAX vs PMDIX Comparison Chart
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MVCAX vs. PMDIX 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 PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. PMDIX (1.67B). PMDIX pays higher dividends than MVCAX: PMDIX (1.43) vs MVCAX (1.16). MVCAX was incepted earlier than PMDIX: MVCAX (24 years) vs PMDIX (14 years). PMDIX is a more actively managed with annual turnover of: 26.50 vs. MVCAX (19.00). PMDIX has a lower initial minimum investment than MVCAX: PMDIX (0) vs MVCAX (1000). PMDIX annual gain was more profitable for investors over the last year : 6.44 vs. MVCAX (1.20). PMDIX return over 5 years is better than : 31.58 vs. MVCAX (28.23).
| MVCAX | PMDIX | MVCAX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 0.391 | 0.862 | 45% |
| 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 | 1.43 | 81% |
| Returns for 1 year | 1.20 | 6.44 | 19% |
| Returns for 3 years | 3.99 | 12.53 | 32% |
| Returns for 5 years | 28.23 | 31.58 | 89% |
| Returns for 10 years | 60.23 | 56.91 | 106% |
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