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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$21.25
Change+$2.02 (+10.50%)
VolumeN/A
Net Assets1.71B
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
PMDAX vs VMVAX Comparison Chart in %
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PMDAX vs. VMVAX commentary
Feb 05, 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 PMDAX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. PMDAX (1.71B). VMVAX pays higher dividends than PMDAX: VMVAX (2.01) vs PMDAX (0.99). PMDAX was incepted earlier than VMVAX: PMDAX (15 years) vs VMVAX (14 years). PMDAX (1.14) is less costly to investors than VMVAX (0.07). PMDAX is a more actively managed with annual turnover of: 25.90 vs. VMVAX (19.00). PMDAX has a lower initial minimum investment than VMVAX: PMDAX (1000) vs VMVAX (3000). PMDAX (13.83) and VMVAX (13.53) have marching annual gain over last year. VMVAX return over 5 years is better than : 52.71 vs. PMDAX (49.76).
| PMDAX | VMVAX | PMDAX / VMVAX | |
| Total Expense Ratio | 1.12 | 0.07 | 1,600% |
| Annual Report Gross Expense Ratio | 1.14 | 0.07 | 1,629% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 9.367 | 5.509 | 170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 33.2B | 5% |
| Annual Yield % from dividends | 0.99 | 2.01 | 49% |
| Returns for 1 year | 13.83 | 13.53 | 102% |
| Returns for 3 years | 31.86 | 29.37 | 108% |
| Returns for 5 years | 49.76 | 52.71 | 94% |
| Returns for 10 years | 107.18 | 142.89 | 75% |
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