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MVCAX vs PMDIX
MVCAX vs PMDIX Comparison
Open Charts MVCAX vs PMDIX
Principal Small-MidCap Dividend Inc Inst
Price$21.39
Change+$2.04 (+10.54%)
VolumeN/A
Net Assets1.71B
MVCAX vs PMDIX Comparison Chart in %
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MVCAX vs. PMDIX 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 PMDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PMDIX (1.71B). PMDIX (1.22) and MVCAX (1.20) have matching dividends . MVCAX was incepted earlier than PMDIX: MVCAX (24 years) vs PMDIX (15 years). MVCAX (1.00) is less costly to investors than PMDIX (0.86). 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 : 14.16 vs. MVCAX (1.90). PMDIX return over 5 years is better than : 51.48 vs. MVCAX (23.95).
| MVCAX | PMDIX | MVCAX / PMDIX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 4.789 | 9.412 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.71B | 998% |
| Annual Yield % from dividends | 1.20 | 1.22 | 99% |
| Returns for 1 year | 1.90 | 14.16 | 13% |
| Returns for 3 years | 11.13 | 32.96 | 34% |
| Returns for 5 years | 23.95 | 51.48 | 47% |
| Returns for 10 years | 99.09 | 112.99 | 88% |
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