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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$21.39
Change+$2.04 (+10.54%)
VolumeN/A
Net Assets1.71B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
PMDIX vs VMVIX Comparison Chart in %
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PMDIX vs. VMVIX commentary
Feb 04, 2026
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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. PMDIX (1.71B). VMVIX pays higher dividends than PMDIX: VMVIX (1.90) vs PMDIX (1.22). PMDIX was incepted earlier than VMVIX: PMDIX (15 years) vs VMVIX (19 years). PMDIX (0.86) is less costly to investors than VMVIX (0.19). PMDIX is a more actively managed with annual turnover of: 25.90 vs. VMVIX (19.00). PMDIX has a lower initial minimum investment than VMVIX: PMDIX (0) vs VMVIX (3000). PMDIX (14.16) and VMVIX (13.54) have marching annual gain over last year. VMVIX (52.64) and PMDIX (51.48) have equivalent 5 years return.
| PMDIX | VMVIX | PMDIX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 9.412 | 5.515 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 33.2B | 5% |
| Annual Yield % from dividends | 1.22 | 1.90 | 64% |
| Returns for 1 year | 14.16 | 13.54 | 105% |
| Returns for 3 years | 32.96 | 29.32 | 112% |
| Returns for 5 years | 51.48 | 52.64 | 98% |
| Returns for 10 years | 112.99 | 142.71 | 79% |
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