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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$17.13
Change+$0.31 (+1.84%)
VolumeN/A
Net Assets1.47B
MVCAX vs PMDIX Comparison Chart
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MVCAX vs. PMDIX commentary
Apr 25, 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: 15.8B vs. PMDIX (1.47B). PMDIX pays higher dividends than MVCAX: PMDIX (1.51) vs MVCAX (0.90). 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 : -5.55 vs. MVCAX (-8.95). PMDIX return over 5 years is better than : 73.56 vs. MVCAX (59.24).
| 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 | -8.149 | -9.095 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 1.47B | 1,073% |
| Annual Yield % from dividends | 0.90 | 1.51 | 60% |
| Returns for 1 year | -8.95 | -5.55 | 161% |
| Returns for 3 years | -4.00 | 3.63 | -110% |
| Returns for 5 years | 59.24 | 73.56 | 81% |
| Returns for 10 years | 45.33 | 41.51 | 109% |
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