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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$19.03
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets1.61B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
PMDAX vs VMVAX Comparison Chart in %
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PMDAX vs. VMVAX commentary
Jul 28, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. PMDAX (1.62B). VMVAX pays higher dividends than PMDAX: VMVAX (2.26) vs PMDAX (1.15). PMDAX was incepted earlier than VMVAX: PMDAX (14 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 : 9.76 vs. PMDAX (2.60). VMVAX (71.82) and PMDAX (69.18) 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 | 14 years | 14 years | - |
| Gain YTD | 3.816 | 5.532 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 30.6B | 5% |
| Annual Yield % from dividends | 1.15 | 2.26 | 51% |
| Returns for 1 year | 2.60 | 9.76 | 27% |
| Returns for 3 years | 22.55 | 28.18 | 80% |
| Returns for 5 years | 69.18 | 71.82 | 96% |
| Returns for 10 years | 65.74 | 93.07 | 71% |
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