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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$19.55
Change-$0.16 (-0.81%)
VolumeN/A
Net Assets1.78B
MVCAX vs PMDIX Comparison Chart
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MVCAX vs. PMDIX commentary
Jan 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 Buy and PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.8B vs. PMDIX (1.78B). 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 : 13.97 vs. MVCAX (8.88). PMDIX return over 5 years is better than : 36.17 vs. MVCAX (33.78).
| 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 | 3.683 | 5.277 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 1.78B | 999% |
| Annual Yield % from dividends | 1.16 | 1.43 | 81% |
| Returns for 1 year | 8.88 | 13.97 | 64% |
| Returns for 3 years | 7.93 | 17.46 | 45% |
| Returns for 5 years | 33.78 | 36.17 | 93% |
| Returns for 10 years | 73.15 | 68.40 | 107% |
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