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PMDHX vs VMVAX
PMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAX
Principal Small-MidCap Dividend Inc R6
Price$21.52
Change+$2.06 (+10.59%)
VolumeN/A
Net Assets1.72B
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
PMDHX vs VMVAX Comparison Chart in %
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PMDHX vs. VMVAX commentary
Feb 04, 2026
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: 33.2B vs. PMDHX (1.72B). VMVAX pays higher dividends than PMDHX: VMVAX (2.01) vs PMDHX (1.27). PMDHX was incepted earlier than VMVAX: PMDHX (9 years) vs VMVAX (14 years). PMDHX (0.78) 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). PMDHX annual gain was more profitable for investors over the last year : 14.26 vs. VMVAX (13.53). VMVAX (52.71) and PMDHX (52.06) have equivalent 5 years return.
| PMDHX | VMVAX | PMDHX / VMVAX | |
| Total Expense Ratio | 0.78 | 0.07 | 1,114% |
| Annual Report Gross Expense Ratio | 0.78 | 0.07 | 1,114% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 9.461 | 5.509 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 33.2B | 5% |
| Annual Yield % from dividends | 1.27 | 2.01 | 63% |
| Returns for 1 year | 14.26 | 13.53 | 105% |
| Returns for 3 years | 33.29 | 29.37 | 113% |
| Returns for 5 years | 52.06 | 52.71 | 99% |
| Returns for 10 years | N/A | 142.89 | - |
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