Interact to see
Advertisement
Advertisement
MVCAX vs PMDHX
MVCAX vs PMDHX Comparison
Open Charts MVCAX vs PMDHX
Principal Small-MidCap Dividend Inc R6
Price$21.52
Change+$2.06 (+10.59%)
VolumeN/A
Net Assets1.72B
MVCAX vs PMDHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PMDHX 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 PMDHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PMDHX (1.72B). PMDHX pays higher dividends than MVCAX: PMDHX (1.27) vs MVCAX (1.20). MVCAX was incepted earlier than PMDHX: MVCAX (24 years) vs PMDHX (9 years). MVCAX (1.00) is less costly to investors than PMDHX (0.78). 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 : 14.26 vs. MVCAX (1.90). PMDHX return over 5 years is better than : 52.06 vs. MVCAX (23.95).
| MVCAX | PMDHX | MVCAX / PMDHX | |
| Total Expense Ratio | 0.99 | 0.78 | 127% |
| Annual Report Gross Expense Ratio | 1.00 | 0.78 | 128% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.789 | 9.461 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.72B | 994% |
| Annual Yield % from dividends | 1.20 | 1.27 | 94% |
| Returns for 1 year | 1.90 | 14.26 | 13% |
| Returns for 3 years | 11.13 | 33.29 | 33% |
| Returns for 5 years | 23.95 | 52.06 | 46% |
| Returns for 10 years | 99.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement