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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$19.23
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.6B
Vanguard Mid-Cap Value Index Investor
Price$67.65
Change+$0.19 (+0.28%)
VolumeN/A
Net Assets32.47B
PMDIX vs VMVIX Comparison Chart in %
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PMDIX vs. VMVIX commentary
Oct 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 PMDIX is a Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. PMDIX (1.6B). VMVIX pays higher dividends than PMDIX: VMVIX (2.05) vs PMDIX (1.32). 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 : 1.18 vs. PMDIX (-1.82). PMDIX return over 5 years is better than : 67.43 vs. VMVIX (63.00).
| 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 | 4.695 | 6.321 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 32.5B | 5% |
| Annual Yield % from dividends | 1.32 | 2.05 | 64% |
| Returns for 1 year | -1.82 | 1.18 | -155% |
| Returns for 3 years | 31.90 | 36.03 | 89% |
| Returns for 5 years | 67.43 | 63.00 | 107% |
| Returns for 10 years | 72.91 | 99.26 | 73% |
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