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PMDAX vs VMVIX
PMDAX vs VMVIX Comparison
Open Charts PMDAX vs VMVIX
Principal Small-MidCap Dividend Inc A
Price$19.04
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
PMDAX vs VMVIX Comparison Chart in %
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PMDAX vs. VMVIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B 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 : 12.13 vs. PMDAX (8.19). VMVIX (76.99) and PMDAX (73.98) 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 | 3.871 | 3.574 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 29.9B | 5% |
| Annual Yield % from dividends | 1.15 | 2.14 | 54% |
| Returns for 1 year | 8.19 | 12.13 | 67% |
| Returns for 3 years | 27.96 | 28.47 | 98% |
| Returns for 5 years | 73.98 | 76.99 | 96% |
| Returns for 10 years | 62.77 | 88.04 | 71% |
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