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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$19.26
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
MVCAX vs PMDIX Comparison Chart in %
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MVCAX vs. PMDIX commentary
Aug 19, 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: 17.1B vs. PMDIX (1.59B). PMDIX pays higher dividends than MVCAX: PMDIX (1.38) vs MVCAX (0.86). 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 : 4.89 vs. MVCAX (-3.52). PMDIX return over 5 years is better than : 66.77 vs. MVCAX (47.65).
| 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 | 3.325 | 4.525 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.59B | 1,075% |
| Annual Yield % from dividends | 0.86 | 1.38 | 63% |
| Returns for 1 year | -3.52 | 4.89 | -72% |
| Returns for 3 years | 6.81 | 14.90 | 46% |
| Returns for 5 years | 47.65 | 66.77 | 71% |
| Returns for 10 years | 63.09 | 69.67 | 91% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SOYB | 22.18 | 0.31 | +1.42% |
| Teucrium Soybean Fund | |||
| FEGE | 41.78 | 0.01 | +0.02% |
| FIRST EAGLE GLOBAL EQUITY ETF | |||
| JMST | 50.99 | 0.01 | +0.01% |
| JPMorgan Ultra-Short Municipal Inc ETF | |||
| GBF | 104.12 | -0.11 | -0.11% |
| iShares Government/Credit Bond ETF | |||
| DPG | 12.67 | -0.02 | -0.16% |
| Duff & Phelps Utility and Infrastructure Fund | |||