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PMDIX vs VMVAX
PMDIX vs VMVAX Comparison
Open Charts PMDIX vs VMVAX
Principal Small-MidCap Dividend Inc Inst
Price$18.19
Change-$0.29 (-1.57%)
VolumeN/A
Net Assets1.56B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
PMDIX vs VMVAX Comparison Chart
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PMDIX vs. VMVAX commentary
Jun 15, 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 PMDIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. PMDIX (1.56B). VMVAX pays higher dividends than PMDIX: VMVAX (2.31) vs PMDIX (1.50). PMDIX was incepted earlier than VMVAX: PMDIX (14 years) vs VMVAX (14 years). PMDIX (0.87) is less costly to investors than VMVAX (0.07). PMDIX is a more actively managed with annual turnover of: 37.30 vs. VMVAX (19.00). PMDIX has a lower initial minimum investment than VMVAX: PMDIX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 7.23 vs. PMDIX (2.76). VMVAX (69.23) and PMDIX (66.42) have equivalent 5 years return.
| PMDIX | VMVAX | PMDIX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 0.87 | 0.07 | 1,243% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -1.691 | -0.023 | 7,462% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 29.9B | 5% |
| Annual Yield % from dividends | 1.50 | 2.31 | 65% |
| Returns for 1 year | 2.76 | 7.23 | 38% |
| Returns for 3 years | 22.56 | 24.99 | 90% |
| Returns for 5 years | 66.42 | 69.23 | 96% |
| Returns for 10 years | 55.46 | 78.81 | 70% |
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