Ad is loading...
MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$18.64
Change+$0.20 (+1.08%)
VolumeN/A
CapitalizationN/A
MVCAX vs PMDIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PMDIX commentary
Dec 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PMDIX (1.69B). PMDIX pays higher dividends than MVCAX: PMDIX (1.43) vs MVCAX (1.16). MVCAX was incepted earlier than PMDIX: MVCAX (23 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 : 8.67 vs. MVCAX (4.62). MVCAX (29.00) and PMDIX (28.15) have equivalent 5 years return.
| MVCAX | PMDIX | MVCAX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.777 | 7.861 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.69B | 1,010% |
| Annual Yield % from dividends | 1.16 | 1.43 | 81% |
| Returns for 1 year | 4.62 | 8.67 | 53% |
| Returns for 3 years | 3.21 | 8.93 | 36% |
| Returns for 5 years | 29.00 | 28.15 | 103% |
| Returns for 10 years | 63.28 | 60.02 | 105% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FISR | 25.36 | 0.10 | +0.41% |
| SPDR® SSGA Fixed Inc Sect Rotation ETF | |||
| VGIT | 58.15 | 0.15 | +0.26% |
| Vanguard Intmdt-Term Trs ETF | |||
| RAVI | 75.05 | 0.06 | +0.07% |
| FlexShares Ultra-Short Income ETF | |||
| CIL | 41.77 | -1.14 | -2.65% |
| VictoryShares International Vol Wtd ETF | |||
| PSCD | 110.26 | -4.53 | -3.95% |
| Invesco S&P SmallCap Cnsmr Discret ETF | |||