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PMDHX vs VMVIX
PMDHX vs VMVIX Comparison
Open Charts PMDHX vs VMVIX
Principal Small-MidCap Dividend Inc R6
Price$19.37
Change-$0.19 (-0.97%)
VolumeN/A
Net Assets1.59B
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
PMDHX vs VMVIX Comparison Chart in %
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PMDHX vs. VMVIX commentary
Aug 18, 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: 31B vs. PMDHX (1.59B). VMVIX pays higher dividends than PMDHX: VMVIX (2.10) vs PMDHX (1.44). 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). VMVIX annual gain was more profitable for investors over the last year : 7.67 vs. PMDHX (5.00). PMDHX (67.31) and VMVIX (65.08) 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 | 9 years | 19 years | - |
| Gain YTD | 4.591 | 5.177 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 31B | 5% |
| Annual Yield % from dividends | 1.44 | 2.10 | 68% |
| Returns for 1 year | 5.00 | 7.67 | 65% |
| Returns for 3 years | 15.12 | 17.46 | 87% |
| Returns for 5 years | 67.31 | 65.08 | 103% |
| Returns for 10 years | N/A | 87.80 | - |
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