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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$18.07
Change-$0.29 (-1.58%)
VolumeN/A
Net Assets1.56B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
PMDAX vs VMVAX Comparison Chart
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PMDAX vs. VMVAX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. PMDAX (1.56B). VMVAX pays higher dividends than PMDAX: VMVAX (2.31) vs PMDAX (1.23). 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 : 7.23 vs. PMDAX (2.50). VMVAX return over 5 years is better than : 69.23 vs. PMDAX (64.50).
| 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 | -1.767 | -0.023 | 7,797% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 29.9B | 5% |
| Annual Yield % from dividends | 1.23 | 2.31 | 53% |
| Returns for 1 year | 2.50 | 7.23 | 35% |
| Returns for 3 years | 21.75 | 24.99 | 87% |
| Returns for 5 years | 64.50 | 69.23 | 93% |
| Returns for 10 years | 51.27 | 78.81 | 65% |
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