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MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$19.64
Change-$0.33 (-1.65%)
VolumeN/A
Net Assets1.58B
MVCAX vs PMDHX Comparison Chart in %
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MVCAX vs. PMDHX commentary
Nov 14, 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 Hold and PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. PMDHX (1.58B). PMDHX pays higher dividends than MVCAX: PMDHX (1.39) vs MVCAX (0.85). MVCAX was incepted earlier than PMDHX: MVCAX (24 years) vs PMDHX (9 years). MVCAX (1.00) is less costly to investors than PMDHX (0.79). PMDHX is a more actively managed with annual turnover of: 37.30 vs. MVCAX (27.00). PMDHX has a lower initial minimum investment than MVCAX: PMDHX (0) vs MVCAX (1000). PMDHX annual gain was more profitable for investors over the last year : -1.40 vs. MVCAX (-9.14). PMDHX return over 5 years is better than : 61.55 vs. MVCAX (38.31).
| MVCAX | PMDHX | MVCAX / PMDHX | |
| Total Expense Ratio | 0.99 | 0.79 | 125% |
| Annual Report Gross Expense Ratio | 1.00 | 0.79 | 127% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 5.117 | 8.191 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.58B | 1,062% |
| Annual Yield % from dividends | 0.85 | 1.39 | 61% |
| Returns for 1 year | -9.14 | -1.40 | 652% |
| Returns for 3 years | 12.45 | 25.49 | 49% |
| Returns for 5 years | 38.31 | 61.55 | 62% |
| Returns for 10 years | 76.71 | N/A | - |
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