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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$20.81
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets1.67B
MVCAX vs PMDIX Comparison Chart in %
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MVCAX vs. PMDIX commentary
Jan 15, 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 PMDIX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PMDIX (1.68B). PMDIX pays higher dividends than MVCAX: PMDIX (1.32) vs MVCAX (1.24). MVCAX was incepted earlier than PMDIX: MVCAX (24 years) vs PMDIX (15 years). MVCAX (1.00) is less costly to investors than PMDIX (0.87). PMDIX is a more actively managed with annual turnover of: 25.90 vs. MVCAX (24.00). PMDIX has a lower initial minimum investment than MVCAX: PMDIX (0) vs MVCAX (1000). PMDIX annual gain was more profitable for investors over the last year : 12.42 vs. MVCAX (2.50). PMDIX return over 5 years is better than : 48.26 vs. MVCAX (22.73).
| MVCAX | PMDIX | MVCAX / PMDIX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 0.87 | 115% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 3.991 | 6.445 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.68B | 1,021% |
| Annual Yield % from dividends | 1.24 | 1.32 | 95% |
| Returns for 1 year | 2.50 | 12.42 | 20% |
| Returns for 3 years | 12.55 | 35.38 | 35% |
| Returns for 5 years | 22.73 | 48.26 | 47% |
| Returns for 10 years | 100.02 | 112.05 | 89% |
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