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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$19.62
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets1.62B
MVCAX vs PMDIX Comparison Chart in %
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MVCAX vs. PMDIX commentary
Sep 30, 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 (1.62B). 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 : 3.17 vs. MVCAX (-6.78). PMDIX return over 5 years is better than : 83.93 vs. MVCAX (54.53).
| 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 | 4.498 | 7.363 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.62B | 1,058% |
| Annual Yield % from dividends | 0.84 | 1.32 | 63% |
| Returns for 1 year | -6.78 | 3.17 | -214% |
| Returns for 3 years | 27.89 | 41.98 | 66% |
| Returns for 5 years | 54.53 | 83.93 | 65% |
| Returns for 10 years | 79.34 | 86.97 | 91% |
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