PMDIX
Price
$20.81
Change
+$0.09 (+0.43%)
Updated
Jan 14 closing price
Net Assets
1.67B
VMVIX
Price
$72.76
Change
+$0.50 (+0.69%)
Updated
Jan 14 closing price
Net Assets
33.17B
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PMDIX vs VMVIX

Header iconPMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIXBanner chart's image
Principal Small-MidCap Dividend Inc Inst
Price$20.81
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Investor
Price$72.76
Change+$0.50 (+0.69%)
VolumeN/A
Net Assets33.17B
PMDIX vs VMVIX Comparison Chart in %
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PMDIX vs. VMVIX commentary
Jan 15, 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 Hold and VMVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. PMDIX (1.68B). VMVIX pays higher dividends than PMDIX: VMVIX (1.98) vs PMDIX (1.32). 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 : 13.82 vs. PMDIX (12.42). VMVIX return over 5 years is better than : 51.31 vs. PMDIX (48.26).
PMDIXVMVIXPMDIX / VMVIX
Total Expense Ratio0.850.19447%
Annual Report Gross Expense Ratio0.870.19458%
Fund Existence15 years19 years-
Gain YTD6.4454.226153%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.68B33.2B5%
Annual Yield % from dividends1.321.9866%
Returns for 1 year12.4213.8290%
Returns for 3 years35.3830.70115%
Returns for 5 years48.2651.3194%
Returns for 10 years112.05142.0179%
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