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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets1.61B
MVCAX vs PMDIX Comparison Chart in %
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MVCAX vs. PMDIX commentary
Jul 27, 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: 17.3B vs. PMDIX (1.62B). PMDIX pays higher dividends than MVCAX: PMDIX (1.40) vs MVCAX (0.87). 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 : 2.91 vs. MVCAX (-1.70). PMDIX return over 5 years is better than : 71.22 vs. MVCAX (54.59).
| 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 | 3.814 | 3.982 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.62B | 1,071% |
| Annual Yield % from dividends | 0.87 | 1.40 | 62% |
| Returns for 1 year | -1.70 | 2.91 | -58% |
| Returns for 3 years | 16.54 | 23.50 | 70% |
| Returns for 5 years | 54.59 | 71.22 | 77% |
| Returns for 10 years | 67.90 | 70.43 | 96% |
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