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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$20.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
MVCAX vs PMDIX Comparison Chart
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MVCAX vs. PMDIX commentary
Nov 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 StrongSell.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 18.3B vs. PMDIX (1.83B). PMDIX pays higher dividends than MVCAX: PMDIX (1.43) vs MVCAX (1.16). MVCAX was incepted earlier than PMDIX: MVCAX (23 years) vs PMDIX (13 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 : 30.73 vs. MVCAX (27.92). MVCAX return over 5 years is better than : 53.54 vs. PMDIX (46.32).
| MVCAX | PMDIX | MVCAX / PMDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 20.248 | 19.261 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 1.83B | 998% |
| Annual Yield % from dividends | 1.16 | 1.43 | 81% |
| Returns for 1 year | 27.92 | 30.73 | 91% |
| Returns for 3 years | 11.96 | 16.87 | 71% |
| Returns for 5 years | 53.54 | 46.32 | 116% |
| Returns for 10 years | 79.70 | 72.00 | 111% |
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