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PMDAX vs VMVIX
PMDAX vs VMVIX Comparison
Open Charts PMDAX vs VMVIX
Principal Small-MidCap Dividend Inc A
Price$19.03
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets1.61B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
PMDAX vs VMVIX Comparison Chart in %
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PMDAX vs. VMVIX commentary
Jul 28, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. PMDAX (1.62B). VMVIX pays higher dividends than PMDAX: VMVIX (2.14) vs PMDAX (1.15). 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 : 9.75 vs. PMDAX (2.60). VMVIX (71.74) and PMDAX (69.18) 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 | 3.816 | 5.522 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 30.6B | 5% |
| Annual Yield % from dividends | 1.15 | 2.14 | 54% |
| Returns for 1 year | 2.60 | 9.75 | 27% |
| Returns for 3 years | 22.55 | 28.14 | 80% |
| Returns for 5 years | 69.18 | 71.74 | 96% |
| Returns for 10 years | 65.74 | 93.04 | 71% |
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