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PMDAX vs VMVIX
PMDAX vs VMVIX Comparison
Open Charts PMDAX vs VMVIX
Principal Small-MidCap Dividend Inc A
Price$19.40
Change-$0.32 (-1.62%)
VolumeN/A
Net Assets1.58B
Vanguard Mid-Cap Value Index Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
PMDAX vs VMVIX Comparison Chart in %
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PMDAX vs. VMVIX commentary
Nov 14, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. PMDAX (1.58B). VMVIX pays higher dividends than PMDAX: VMVIX (2.08) vs PMDAX (1.09). PMDAX was incepted earlier than VMVIX: PMDAX (14 years) vs VMVIX (19 years). PMDAX (1.16) is less costly to investors than VMVIX (0.19). PMDAX is a more actively managed with annual turnover of: 37.30 vs. VMVIX (19.00). PMDAX has a lower initial minimum investment than VMVIX: PMDAX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 1.67 vs. PMDAX (-2.83). PMDAX (56.51) and VMVIX (54.76) have equivalent 5 years return.
| PMDAX | VMVIX | PMDAX / VMVIX | |
| Total Expense Ratio | 1.12 | 0.19 | 589% |
| Annual Report Gross Expense Ratio | 1.16 | 0.19 | 611% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 6.103 | 7.641 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 31.8B | 5% |
| Annual Yield % from dividends | 1.09 | 2.08 | 52% |
| Returns for 1 year | -2.83 | 1.67 | -169% |
| Returns for 3 years | 23.30 | 26.76 | 87% |
| Returns for 5 years | 56.51 | 54.76 | 103% |
| Returns for 10 years | 70.20 | 103.20 | 68% |
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