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PMDAX vs VMVIX
PMDAX vs VMVIX Comparison
Open Charts PMDAX vs VMVIX
Principal Small-MidCap Dividend Inc A
Price$19.81
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Investor
Price$70.61
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets32.63B
PMDAX vs VMVIX Comparison Chart in %
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PMDAX vs. VMVIX commentary
Dec 26, 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: 32.6B vs. PMDAX (1.62B). VMVIX pays higher dividends than PMDAX: VMVIX (2.02) vs PMDAX (1.06). PMDAX was incepted earlier than VMVIX: PMDAX (15 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: 25.90 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 : 9.73 vs. PMDAX (7.13). VMVIX return over 5 years is better than : 53.81 vs. PMDAX (47.46).
| PMDAX | VMVIX | PMDAX / VMVIX | |
| Total Expense Ratio | 1.12 | 0.19 | 589% |
| Annual Report Gross Expense Ratio | 1.16 | 0.19 | 611% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 8.345 | 10.973 | 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 | 2.02 | 52% |
| Returns for 1 year | 7.13 | 9.73 | 73% |
| Returns for 3 years | 36.18 | 33.21 | 109% |
| Returns for 5 years | 47.46 | 53.81 | 88% |
| Returns for 10 years | 77.30 | 110.07 | 70% |
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