Interact to see
Advertisement
Advertisement
PMDHX vs VMVIX
PMDHX vs VMVIX Comparison
Open Charts PMDHX vs VMVIX
Principal Small-MidCap Dividend Inc R6
Price$19.92
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Investor
Price$67.85
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets32.03B
PMDHX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMDHX vs. VMVIX commentary
Sep 09, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. PMDHX (1.62B). VMVIX pays higher dividends than PMDHX: VMVIX (2.04) vs PMDHX (1.38). PMDHX was incepted earlier than VMVIX: PMDHX (9 years) vs VMVIX (19 years). PMDHX (0.79) is less costly to investors than VMVIX (0.19). PMDHX is a more actively managed with annual turnover of: 37.30 vs. VMVIX (19.00). PMDHX has a lower initial minimum investment than VMVIX: PMDHX (0) vs VMVIX (3000). PMDHX (7.24) and VMVIX (7.20) have marching annual gain over last year. PMDHX return over 5 years is better than : 76.27 vs. VMVIX (67.63).
| PMDHX | VMVIX | PMDHX / VMVIX | |
| Total Expense Ratio | 0.79 | 0.19 | 416% |
| Annual Report Gross Expense Ratio | 0.79 | 0.19 | 416% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 7.507 | 6.858 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 32B | 5% |
| Annual Yield % from dividends | 1.38 | 2.04 | 68% |
| Returns for 1 year | 7.24 | 7.20 | 100% |
| Returns for 3 years | 31.03 | 29.22 | 106% |
| Returns for 5 years | 76.27 | 67.63 | 113% |
| Returns for 10 years | N/A | 101.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement