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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$18.61
Change-$0.32 (-1.69%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
PMDAX vs VMVAX Comparison Chart
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PMDAX vs. VMVAX commentary
Feb 23, 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: 30.9B vs. PMDAX (1.67B). 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 : 13.71 vs. PMDAX (7.96). VMVAX return over 5 years is better than : 40.04 vs. PMDAX (32.39).
| 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 | 2.602 | 3.079 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 30.9B | 5% |
| Annual Yield % from dividends | 1.21 | 2.14 | 57% |
| Returns for 1 year | 7.96 | 13.71 | 58% |
| Returns for 3 years | 13.80 | 16.65 | 83% |
| Returns for 5 years | 32.39 | 40.04 | 81% |
| Returns for 10 years | 55.31 | 83.32 | 66% |
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