PMDHX
Price
$19.27
Change
+$0.07 (+0.36%)
Updated
Jul 3 closing price
Net Assets
1.62B
VMVAX
Price
$86.72
Change
+$0.20 (+0.23%)
Updated
Jul 3 closing price
Net Assets
29.95B
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PMDHX vs VMVAX

Header iconPMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAXBanner chart's image
Principal Small-MidCap Dividend Inc R6
Price$19.27
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
PMDHX vs VMVAX Comparison Chart in %
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PMDHX vs. VMVAX commentary
Jul 05, 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 PMDHX is a Buy and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. PMDHX (1.62B). VMVAX pays higher dividends than PMDHX: VMVAX (2.26) vs PMDHX (1.46). PMDHX was incepted earlier than VMVAX: PMDHX (9 years) vs VMVAX (14 years). PMDHX (0.79) is less costly to investors than VMVAX (0.07). PMDHX is a more actively managed with annual turnover of: 37.30 vs. VMVAX (19.00). PMDHX has a lower initial minimum investment than VMVAX: PMDHX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. PMDHX (8.57). VMVAX (77.08) and PMDHX (76.48) have equivalent 5 years return.
PMDHXVMVAXPMDHX / VMVAX
Total Expense Ratio0.790.071,129%
Annual Report Gross Expense Ratio0.790.071,129%
Fund Existence9 years14 years-
Gain YTD4.0513.573113%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.62B29.9B5%
Annual Yield % from dividends1.462.2665%
Returns for 1 year8.5712.1471%
Returns for 3 years29.1828.52102%
Returns for 5 years76.4877.0899%
Returns for 10 yearsN/A88.11-
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