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PMDDX vs VMVIX
PMDDX vs VMVIX Comparison
Open Charts PMDDX vs VMVIX
Principal Small-MidCap Dividend Inc C
Price$19.17
Change-$0.33 (-1.69%)
VolumeN/A
Net Assets1.58B
Vanguard Mid-Cap Value Index Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
PMDDX vs VMVIX Comparison Chart in %
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PMDDX 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 PMDDX is a Buy and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. PMDDX (1.58B). VMVIX pays higher dividends than PMDDX: VMVIX (2.08) vs PMDDX (0.35). PMDDX was incepted earlier than VMVIX: PMDDX (13 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: 37.30 vs. VMVIX (19.00). PMDDX has a lower initial minimum investment than VMVIX: PMDDX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 1.67 vs. PMDDX (-3.64). VMVIX return over 5 years is better than : 54.76 vs. PMDDX (51.74).
| 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 | 13 years | 19 years | - |
| Gain YTD | 5.338 | 7.641 | 70% |
| Front Load | N/A | 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 | 0.35 | 2.08 | 17% |
| Returns for 1 year | -3.64 | 1.67 | -218% |
| Returns for 3 years | 20.68 | 26.76 | 77% |
| Returns for 5 years | 51.74 | 54.76 | 94% |
| Returns for 10 years | 58.66 | 103.20 | 57% |
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