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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$19.82
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Admiral
Price$92.95
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets32.63B
PMDAX vs VMVAX Comparison Chart in %
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PMDAX vs. VMVAX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. PMDAX (1.62B). VMVAX pays higher dividends than PMDAX: VMVAX (2.14) vs PMDAX (1.06). PMDAX was incepted earlier than VMVAX: PMDAX (15 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: 25.90 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 : 9.73 vs. PMDAX (7.13). VMVAX return over 5 years is better than : 53.90 vs. PMDAX (47.46).
| 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 | 15 years | 14 years | - |
| Gain YTD | 8.345 | 10.975 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 32.6B | 5% |
| Annual Yield % from dividends | 1.06 | 2.14 | 50% |
| Returns for 1 year | 7.13 | 9.73 | 73% |
| Returns for 3 years | 36.18 | 33.24 | 109% |
| Returns for 5 years | 47.46 | 53.90 | 88% |
| Returns for 10 years | 77.30 | 110.28 | 70% |