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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$16.73
Change+$1.33 (+8.64%)
VolumeN/A
Net Assets1.36B
Vanguard Mid-Cap Value Index Admiral
Price$78.61
Change+$5.09 (+6.92%)
VolumeN/A
Net Assets29.86B
PMDAX vs VMVAX Comparison Chart
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PMDAX vs. VMVAX commentary
Apr 11, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. PMDAX (1.36B). VMVAX pays higher dividends than PMDAX: VMVAX (2.33) vs PMDAX (1.24). PMDAX was incepted earlier than VMVAX: PMDAX (14 years) vs VMVAX (14 years). PMDAX (1.16) is less costly to investors than VMVAX (0.07). PMDAX is a more actively managed with annual turnover of: 37.30 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 : -7.74 vs. PMDAX (-15.85). VMVAX return over 5 years is better than : 58.36 vs. PMDAX (51.66).
| PMDAX | VMVAX | PMDAX / VMVAX | |
| Total Expense Ratio | 1.12 | 0.07 | 1,600% |
| Annual Report Gross Expense Ratio | 1.16 | 0.07 | 1,657% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -16.282 | -12.203 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 29.9B | 5% |
| Annual Yield % from dividends | 1.24 | 2.33 | 53% |
| Returns for 1 year | -15.85 | -7.74 | 205% |
| Returns for 3 years | -5.84 | -4.36 | 134% |
| Returns for 5 years | 51.66 | 58.36 | 89% |
| Returns for 10 years | 27.17 | 55.65 | 49% |
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