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PMDDX vs VMVIX
PMDDX vs VMVIX Comparison
Open Charts PMDDX vs VMVIX
Principal Small-MidCap Dividend Inc C
Price$21.01
Change+$1.99 (+10.46%)
VolumeN/A
Net Assets1.71B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
PMDDX vs VMVIX Comparison Chart in %
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PMDDX vs. VMVIX commentary
Feb 04, 2026
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 PMDDX is a StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. PMDDX (1.71B). VMVIX pays higher dividends than PMDDX: VMVIX (1.90) vs PMDDX (0.32). PMDDX was incepted earlier than VMVIX: PMDDX (14 years) vs VMVIX (19 years). PMDDX (2.00) is less costly to investors than VMVIX (0.19). PMDDX is a more actively managed with annual turnover of: 25.90 vs. VMVIX (19.00). PMDDX has a lower initial minimum investment than VMVIX: PMDDX (1000) vs VMVIX (3000). VMVIX (13.54) and PMDDX (13.01) have marching annual gain over last year. VMVIX return over 5 years is better than : 52.64 vs. PMDDX (45.29).
| PMDDX | VMVIX | PMDDX / VMVIX | |
| Total Expense Ratio | 1.87 | 0.19 | 984% |
| Annual Report Gross Expense Ratio | 2.00 | 0.19 | 1,053% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 9.370 | 5.515 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 33.2B | 5% |
| Annual Yield % from dividends | 0.32 | 1.90 | 17% |
| Returns for 1 year | 13.01 | 13.54 | 96% |
| Returns for 3 years | 28.85 | 29.32 | 98% |
| Returns for 5 years | 45.29 | 52.64 | 86% |
| Returns for 10 years | 93.33 | 142.71 | 65% |
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