Ad is loading...
MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$20.33
Change-$0.12 (-0.59%)
VolumeN/A
CapitalizationN/A
MVCAX vs PMDIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PMDIX commentary
Nov 14, 2024
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 PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 18.4B vs. PMDIX (1.82B). PMDIX pays higher dividends than MVCAX: PMDIX (1.43) vs MVCAX (1.16). MVCAX was incepted earlier than PMDIX: MVCAX (23 years) vs PMDIX (13 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 : 35.91 vs. MVCAX (33.12). MVCAX return over 5 years is better than : 52.57 vs. PMDIX (44.99).
| MVCAX | PMDIX | MVCAX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 19.980 | 18.335 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 1.82B | 1,010% |
| Annual Yield % from dividends | 1.16 | 1.43 | 81% |
| Returns for 1 year | 33.12 | 35.91 | 92% |
| Returns for 3 years | 11.00 | 15.20 | 72% |
| Returns for 5 years | 52.57 | 44.99 | 117% |
| Returns for 10 years | 83.00 | 72.47 | 115% |
View a ticker or compare two or three
VS
VS
Ad is loading...