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PMDHX vs VMVAX
PMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAX
Principal Small-MidCap Dividend Inc R6
Price$20.08
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Admiral
Price$92.95
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets32.63B
PMDHX vs VMVAX Comparison Chart in %
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PMDHX vs. VMVAX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. PMDHX (1.62B). VMVAX pays higher dividends than PMDHX: VMVAX (2.14) vs PMDHX (1.36). 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: 25.90 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 : 9.73 vs. PMDHX (7.51). VMVAX return over 5 years is better than : 53.90 vs. PMDHX (49.70).
| 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 | 8.733 | 10.975 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 32.6B | 5% |
| Annual Yield % from dividends | 1.36 | 2.14 | 64% |
| Returns for 1 year | 7.51 | 9.73 | 77% |
| Returns for 3 years | 37.52 | 33.24 | 113% |
| Returns for 5 years | 49.70 | 53.90 | 92% |
| Returns for 10 years | N/A | 110.28 | - |
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