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MVCAX vs PMDDX
MVCAX vs PMDDX Comparison
Open Charts MVCAX vs PMDDX
Principal Small-MidCap Dividend Inc C
Price$21.01
Change+$1.99 (+10.46%)
VolumeN/A
Net Assets1.71B
MVCAX vs PMDDX Comparison Chart in %
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MVCAX vs. PMDDX commentary
Feb 04, 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 PMDDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PMDDX (1.71B). MVCAX pays higher dividends than PMDDX: MVCAX (1.20) vs PMDDX (0.32). MVCAX was incepted earlier than PMDDX: MVCAX (24 years) vs PMDDX (14 years). PMDDX (2.00) is less costly to investors than MVCAX (1.00). PMDDX is a more actively managed with annual turnover of: 25.90 vs. MVCAX (24.00). MVCAX (1000) and PMDDX (1000) have matching initial minimum investment requirements. PMDDX annual gain was more profitable for investors over the last year : 13.01 vs. MVCAX (1.90). PMDDX return over 5 years is better than : 45.29 vs. MVCAX (23.95).
| MVCAX | PMDDX | MVCAX / PMDDX | |
| Total Expense Ratio | 0.99 | 1.87 | 53% |
| Annual Report Gross Expense Ratio | 1.00 | 2.00 | 50% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.789 | 9.370 | 51% |
| Front Load | 6% | N/A | - |
| 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 | 0.32 | 379% |
| Returns for 1 year | 1.90 | 13.01 | 15% |
| Returns for 3 years | 11.13 | 28.85 | 39% |
| Returns for 5 years | 23.95 | 45.29 | 53% |
| Returns for 10 years | 99.09 | 93.33 | 106% |
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