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MVCAX vs PMDDX
MVCAX vs PMDDX Comparison
Open Charts MVCAX vs PMDDX
Principal Small-MidCap Dividend Inc C
Price$19.56
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets1.62B
MVCAX vs PMDDX Comparison Chart in %
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MVCAX vs. PMDDX commentary
Dec 25, 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 StrongBuy and PMDDX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. PMDDX (1.62B). MVCAX pays higher dividends than PMDDX: MVCAX (0.83) vs PMDDX (0.34). 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 : 6.30 vs. MVCAX (-1.61). PMDDX return over 5 years is better than : 42.94 vs. MVCAX (23.93).
| 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 | -0.652 | 7.481 | -9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.62B | 1,036% |
| Annual Yield % from dividends | 0.83 | 0.34 | 246% |
| Returns for 1 year | -1.61 | 6.30 | -26% |
| Returns for 3 years | 14.27 | 33.39 | 43% |
| Returns for 5 years | 23.93 | 42.94 | 56% |
| Returns for 10 years | 73.69 | 65.30 | 113% |
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