Interact to see
Advertisement
Advertisement
MVCAX vs PMDAX
MVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAX
Principal Small-MidCap Dividend Inc A
Price$21.25
Change+$2.02 (+10.50%)
VolumeN/A
Net Assets1.71B
MVCAX vs PMDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PMDAX commentary
Feb 05, 2026
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 Hold and PMDAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PMDAX (1.71B). MVCAX pays higher dividends than PMDAX: MVCAX (1.20) vs PMDAX (0.99). MVCAX was incepted earlier than PMDAX: MVCAX (24 years) vs PMDAX (15 years). PMDAX (1.14) is less costly to investors than MVCAX (1.00). PMDAX is a more actively managed with annual turnover of: 25.90 vs. MVCAX (24.00). MVCAX (6%) and PMDAX (6%) have equivalent initial investment costs. MVCAX (1000) and PMDAX (1000) have matching initial minimum investment requirements. PMDAX annual gain was more profitable for investors over the last year : 13.83 vs. MVCAX (1.90). PMDAX return over 5 years is better than : 49.76 vs. MVCAX (23.95).
| MVCAX | PMDAX | MVCAX / PMDAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.14 | 88% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 4.789 | 9.367 | 51% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.71B | 998% |
| Annual Yield % from dividends | 1.20 | 0.99 | 122% |
| Returns for 1 year | 1.90 | 13.83 | 14% |
| Returns for 3 years | 11.13 | 31.86 | 35% |
| Returns for 5 years | 23.95 | 49.76 | 48% |
| Returns for 10 years | 99.09 | 107.18 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UGL | 70.39 | 7.73 | +12.34% |
| ProShares Ultra Gold | |||
| LMNX | 37.23 | 1.87 | +5.29% |
| Defiance Daily Target 2X Long LMND ETF | |||
| AADR | 94.72 | 1.34 | +1.43% |
| AdvisorShares Dorsey Wright ADR ETF | |||
| RTRE | 25.26 | -0.03 | -0.11% |
| Rareview Total Return Bond ETF | |||
| BJUL | 51.15 | -0.22 | -0.43% |
| Innovator U.S. Equity Buffer ETF July | |||