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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$19.85
Change+$0.22 (+1.12%)
VolumeN/A
Net Assets1.61B
Vanguard Mid-Cap Value Index Admiral
Price$91.65
Change+$0.65 (+0.71%)
VolumeN/A
Net Assets31.8B
PMDAX vs VMVAX Comparison Chart in %
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PMDAX vs. VMVAX commentary
Dec 05, 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 PMDAX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. PMDAX (1.61B). VMVAX pays higher dividends than PMDAX: VMVAX (2.14) vs PMDAX (1.06). PMDAX was incepted earlier than VMVAX: PMDAX (15 years) vs VMVAX (14 years). PMDAX (1.16) is less costly to investors than VMVAX (0.07). PMDAX is a more actively managed with annual turnover of: 37.30 vs. VMVAX (19.00). PMDAX has a lower initial minimum investment than VMVAX: PMDAX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 1.74 vs. PMDAX (-2.51). PMDAX (50.86) and VMVAX (49.66) have equivalent 5 years return.
| PMDAX | VMVAX | PMDAX / VMVAX | |
| Total Expense Ratio | 1.12 | 0.07 | 1,600% |
| Annual Report Gross Expense Ratio | 1.16 | 0.07 | 1,657% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 8.564 | 9.493 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 31.8B | 5% |
| Annual Yield % from dividends | 1.06 | 2.14 | 50% |
| Returns for 1 year | -2.51 | 1.74 | -144% |
| Returns for 3 years | 23.59 | 25.04 | 94% |
| Returns for 5 years | 50.86 | 49.66 | 102% |
| Returns for 10 years | 72.84 | 102.93 | 71% |
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