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MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$20.08
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.63B
MVCAX vs PMDHX Comparison Chart in %
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MVCAX vs. PMDHX commentary
Dec 28, 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 PMDHX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. PMDHX (1.63B). PMDHX pays higher dividends than MVCAX: PMDHX (1.36) vs MVCAX (0.83). 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: 25.90 vs. MVCAX (24.00). 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 : 7.34 vs. MVCAX (-1.74). PMDHX return over 5 years is better than : 49.78 vs. MVCAX (23.93).
| 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 | -0.652 | 8.787 | -7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.63B | 1,034% |
| Annual Yield % from dividends | 0.83 | 1.36 | 61% |
| Returns for 1 year | -1.74 | 7.34 | -24% |
| Returns for 3 years | 13.98 | 37.50 | 37% |
| Returns for 5 years | 23.93 | 49.78 | 48% |
| Returns for 10 years | 72.86 | N/A | - |
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