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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$19.23
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets1.74B
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
PMDAX vs VMVAX Comparison Chart
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PMDAX vs. VMVAX commentary
Jan 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 PMDAX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. PMDAX (1.74B). VMVAX pays higher dividends than PMDAX: VMVAX (2.14) vs PMDAX (1.21). PMDAX was incepted earlier than VMVAX: PMDAX (14 years) vs VMVAX (13 years). PMDAX is a more actively managed with annual turnover of: 26.50 vs. VMVAX (22.00). PMDAX has a lower initial minimum investment than VMVAX: PMDAX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 17.93 vs. PMDAX (13.73). VMVAX return over 5 years is better than : 38.32 vs. PMDAX (30.62).
| PMDAX | VMVAX | PMDAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 3.523 | 2.745 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 30.1B | 6% |
| Annual Yield % from dividends | 1.21 | 2.14 | 57% |
| Returns for 1 year | 13.73 | 17.93 | 77% |
| Returns for 3 years | 9.26 | 11.64 | 80% |
| Returns for 5 years | 30.62 | 38.32 | 80% |
| Returns for 10 years | 63.75 | 93.65 | 68% |
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