Interact to see
Advertisement
Advertisement
MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$19.80
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.62B
MVCAX vs PMDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PMDIX commentary
Sep 09, 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 PMDIX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PMDIX (1.62B). PMDIX pays higher dividends than MVCAX: PMDIX (1.32) vs MVCAX (0.84). MVCAX was incepted earlier than PMDIX: MVCAX (24 years) vs PMDIX (14 years). MVCAX (1.00) is less costly to investors than PMDIX (0.87). PMDIX is a more actively managed with annual turnover of: 37.30 vs. MVCAX (27.00). 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 : 8.53 vs. MVCAX (-1.21). PMDIX return over 5 years is better than : 79.05 vs. MVCAX (52.90).
| MVCAX | PMDIX | MVCAX / PMDIX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 0.87 | 115% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 5.508 | 7.456 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.62B | 1,066% |
| Annual Yield % from dividends | 0.84 | 1.32 | 63% |
| Returns for 1 year | -1.21 | 8.53 | -14% |
| Returns for 3 years | 13.29 | 25.37 | 52% |
| Returns for 5 years | 52.90 | 79.05 | 67% |
| Returns for 10 years | 76.82 | 86.60 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement