Interact to see
Advertisement
Advertisement
PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$19.53
Change-$0.33 (-1.66%)
VolumeN/A
Net Assets1.58B
Vanguard Mid-Cap Value Index Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
PMDIX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMDIX vs. VMVIX commentary
Nov 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 PMDIX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. PMDIX (1.58B). VMVIX pays higher dividends than PMDIX: VMVIX (2.08) vs PMDIX (1.33). PMDIX was incepted earlier than VMVIX: PMDIX (14 years) vs VMVIX (19 years). PMDIX (0.87) is less costly to investors than VMVIX (0.19). PMDIX is a more actively managed with annual turnover of: 37.30 vs. VMVIX (19.00). PMDIX has a lower initial minimum investment than VMVIX: PMDIX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 1.67 vs. PMDIX (-1.48). PMDIX return over 5 years is better than : 61.00 vs. VMVIX (54.76).
| PMDIX | VMVIX | PMDIX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 8.125 | 7.641 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 31.8B | 5% |
| Annual Yield % from dividends | 1.33 | 2.08 | 64% |
| Returns for 1 year | -1.48 | 1.67 | -89% |
| Returns for 3 years | 25.28 | 26.76 | 94% |
| Returns for 5 years | 61.00 | 54.76 | 111% |
| Returns for 10 years | 80.63 | 103.20 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BUFY | 21.90 | -0.07 | -0.31% |
| FT Vest Laddered Intl Mod Buffr ETF | |||
| ZALT | 32.12 | -0.13 | -0.40% |
| Innovator U.S. Equity 10 Buffr ETF - Qt | |||
| QLV | 72.02 | -0.53 | -0.73% |
| FlexShares US Quality Low Vol ETF | |||
| ADIV | 18.56 | -0.19 | -0.99% |
| SmartETFs Asia Pcfc Dvdnd Bldr ETF | |||
| CGUS | 39.74 | -0.68 | -1.68% |
| Capital Group Core Equity ETF | |||