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PMDHX vs VMVAX
PMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAX
Principal Small-MidCap Dividend Inc R6
Price$19.34
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.6B
Vanguard Mid-Cap Value Index Admiral
Price$89.01
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets32.47B
PMDHX vs VMVAX Comparison Chart in %
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PMDHX vs. VMVAX commentary
Oct 21, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. PMDHX (1.6B). VMVAX pays higher dividends than PMDHX: VMVAX (2.17) vs PMDHX (1.38). 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 : 1.20 vs. PMDHX (-1.74). PMDHX return over 5 years is better than : 67.96 vs. VMVAX (63.10).
| PMDHX | VMVAX | PMDHX / VMVAX | |
| Total Expense Ratio | 0.79 | 0.07 | 1,129% |
| Annual Report Gross Expense Ratio | 0.79 | 0.07 | 1,129% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.778 | 6.339 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 32.5B | 5% |
| Annual Yield % from dividends | 1.38 | 2.17 | 63% |
| Returns for 1 year | -1.74 | 1.20 | -145% |
| Returns for 3 years | 32.17 | 36.10 | 89% |
| Returns for 5 years | 67.96 | 63.10 | 108% |
| Returns for 10 years | N/A | 99.51 | - |
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