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MVCAX vs PMDAX
MVCAX vs PMDAX Comparison
Open Charts MVCAX vs PMDAX
Principal Small-MidCap Dividend Inc A
Price$19.85
Change+$0.22 (+1.12%)
VolumeN/A
Net Assets1.61B
MVCAX vs PMDAX Comparison Chart in %
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MVCAX vs. PMDAX commentary
Dec 05, 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 PMDAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. PMDAX (1.61B). PMDAX pays higher dividends than MVCAX: PMDAX (1.06) vs MVCAX (0.83). MVCAX was incepted earlier than PMDAX: MVCAX (24 years) vs PMDAX (15 years). PMDAX (1.16) is less costly to investors than MVCAX (1.00). PMDAX is a more actively managed with annual turnover of: 37.30 vs. MVCAX (27.00). 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 : -2.51 vs. MVCAX (-9.54). PMDAX return over 5 years is better than : 50.86 vs. MVCAX (32.80).
| MVCAX | PMDAX | MVCAX / PMDAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.16 | 86% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 5.965 | 8.564 | 70% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.61B | 1,053% |
| Annual Yield % from dividends | 0.83 | 1.06 | 79% |
| Returns for 1 year | -9.54 | -2.51 | 381% |
| Returns for 3 years | 11.01 | 23.59 | 47% |
| Returns for 5 years | 32.80 | 50.86 | 64% |
| Returns for 10 years | 73.95 | 72.84 | 102% |
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