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PMDHX vs VMVAX
PMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAX
Principal Small-MidCap Dividend Inc R6
Price$19.20
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets1.61B
Vanguard Mid-Cap Value Index Admiral
Price$87.76
Change-$0.60 (-0.68%)
VolumeN/A
Net Assets30.57B
PMDHX vs VMVAX Comparison Chart in %
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PMDHX vs. VMVAX commentary
Jul 29, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B 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 : 7.48 vs. PMDHX (1.00). VMVAX (68.45) and PMDHX (67.61) have equivalent 5 years return.
| 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 | 3.673 | 4.815 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 30.6B | 5% |
| Annual Yield % from dividends | 1.46 | 2.26 | 65% |
| Returns for 1 year | 1.00 | 7.48 | 13% |
| Returns for 3 years | 18.29 | 22.48 | 81% |
| Returns for 5 years | 67.61 | 68.45 | 99% |
| Returns for 10 years | N/A | 89.00 | - |
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