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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$19.91
Change-$0.25 (-1.24%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Investor
Price$70.82
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets32.63B
PMDIX vs VMVIX Comparison Chart in %
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PMDIX vs. VMVIX commentary
Dec 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. PMDIX (1.62B). VMVIX pays higher dividends than PMDIX: VMVIX (2.02) vs PMDIX (1.30). PMDIX was incepted earlier than VMVIX: PMDIX (15 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: 25.90 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 : 6.99 vs. PMDIX (0.30). VMVIX (55.18) and PMDIX (53.57) have equivalent 5 years return.
| PMDIX | VMVIX | PMDIX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 9.758 | 12.058 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 32.6B | 5% |
| Annual Yield % from dividends | 1.30 | 2.02 | 64% |
| Returns for 1 year | 0.30 | 6.99 | 4% |
| Returns for 3 years | 28.65 | 30.03 | 95% |
| Returns for 5 years | 53.57 | 55.18 | 97% |
| Returns for 10 years | 88.72 | 118.02 | 75% |
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