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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$19.91
Change-$0.25 (-1.24%)
VolumeN/A
Net Assets1.62B
MVCAX vs PMDIX Comparison Chart in %
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MVCAX vs. PMDIX commentary
Dec 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 Buy and PMDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. PMDIX (1.62B). PMDIX pays higher dividends than MVCAX: PMDIX (1.30) vs MVCAX (0.83). 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 : 0.30 vs. MVCAX (-4.12). PMDIX return over 5 years is better than : 53.57 vs. MVCAX (27.20).
| 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 | 0.196 | 9.758 | 2% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.62B | 1,047% |
| Annual Yield % from dividends | 0.83 | 1.30 | 64% |
| Returns for 1 year | -4.12 | 0.30 | -1,371% |
| Returns for 3 years | 12.85 | 28.65 | 45% |
| Returns for 5 years | 27.20 | 53.57 | 51% |
| Returns for 10 years | 72.41 | 88.72 | 82% |
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