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PMDIX vs VMVAX
PMDIX vs VMVAX Comparison
Open Charts PMDIX vs VMVAX
Principal Small-MidCap Dividend Inc Inst
Price$19.26
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets1.59B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
PMDIX vs VMVAX Comparison Chart in %
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PMDIX vs. VMVAX commentary
Aug 17, 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: 31B vs. PMDIX (1.59B). VMVAX pays higher dividends than PMDIX: VMVAX (2.22) vs PMDIX (1.38). 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 : 7.67 vs. PMDIX (4.89). PMDIX (66.77) and VMVAX (65.15) 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 | 4.525 | 5.198 | 87% |
| 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 | 1.38 | 2.22 | 62% |
| Returns for 1 year | 4.89 | 7.67 | 64% |
| Returns for 3 years | 14.90 | 17.51 | 85% |
| Returns for 5 years | 66.77 | 65.15 | 102% |
| Returns for 10 years | 69.67 | 87.87 | 79% |
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