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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$19.13
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
PMDAX vs VMVAX Comparison Chart in %
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PMDAX vs. VMVAX commentary
Aug 18, 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: 31B vs. PMDAX (1.59B). VMVAX pays higher dividends than PMDAX: VMVAX (2.22) vs PMDAX (1.13). 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 : 7.67 vs. PMDAX (4.59). VMVAX (65.15) and PMDAX (64.76) 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 | 4.362 | 5.198 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 31B | 5% |
| Annual Yield % from dividends | 1.13 | 2.22 | 51% |
| Returns for 1 year | 4.59 | 7.67 | 60% |
| Returns for 3 years | 14.04 | 17.51 | 80% |
| Returns for 5 years | 64.76 | 65.15 | 99% |
| Returns for 10 years | 65.12 | 87.87 | 74% |
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