PMDAX
Price
$19.04
Change
+$0.07 (+0.37%)
Updated
Jul 3 closing price
Net Assets
1.62B
VMVAX
Price
$86.72
Change
+$0.20 (+0.23%)
Updated
Jul 3 closing price
Net Assets
29.95B
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PMDAX vs VMVAX

Header iconPMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAXBanner chart's image
Principal Small-MidCap Dividend Inc A
Price$19.04
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
PMDAX vs VMVAX Comparison Chart in %
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PMDAX vs. VMVAX commentary
Jul 07, 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 Buy and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B 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 : 12.14 vs. PMDAX (8.19). VMVAX (77.08) and PMDAX (73.98) have equivalent 5 years return.
PMDAXVMVAXPMDAX / VMVAX
Total Expense Ratio1.120.071,600%
Annual Report Gross Expense Ratio1.160.071,657%
Fund Existence14 years14 years-
Gain YTD3.8713.573108%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.62B29.9B5%
Annual Yield % from dividends1.152.2651%
Returns for 1 year8.1912.1467%
Returns for 3 years27.9628.5298%
Returns for 5 years73.9877.0896%
Returns for 10 years62.7788.1171%
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