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PMDHX vs VMVIX
PMDHX vs VMVIX Comparison
Open Charts PMDHX vs VMVIX
Principal Small-MidCap Dividend Inc R6
Price$18.30
Change-$0.29 (-1.56%)
VolumeN/A
Net Assets1.59B
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
PMDHX vs VMVIX Comparison Chart
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PMDHX vs. VMVIX commentary
Jun 14, 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: 29.9B vs. PMDHX (1.59B). VMVIX pays higher dividends than PMDHX: VMVIX (2.19) vs PMDHX (1.56). PMDHX was incepted earlier than VMVIX: PMDHX (8 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). VMVIX annual gain was more profitable for investors over the last year : 7.21 vs. PMDHX (2.88). VMVIX (69.17) and PMDHX (66.96) have equivalent 5 years return.
| PMDHX | VMVIX | PMDHX / VMVIX | |
| Total Expense Ratio | 0.79 | 0.19 | 416% |
| Annual Report Gross Expense Ratio | 0.79 | 0.19 | 416% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | -1.609 | -0.052 | 3,093% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 29.9B | 5% |
| Annual Yield % from dividends | 1.56 | 2.19 | 71% |
| Returns for 1 year | 2.88 | 7.21 | 40% |
| Returns for 3 years | 22.82 | 24.97 | 91% |
| Returns for 5 years | 66.96 | 69.17 | 97% |
| Returns for 10 years | N/A | 78.71 | - |
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