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PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$19.20
Change-$0.17 (-0.88%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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PMDAX vs VMVAX Comparison Chart
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PMDAX vs. VMVAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. PMDAX (1.64B). VMVAX pays higher dividends than PMDAX: VMVAX (2.14) vs PMDAX (1.21). PMDAX was incepted earlier than VMVAX: PMDAX (13 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). PMDAX (25.48) and VMVAX (25.35) have marching annual gain over last year. VMVAX return over 5 years is better than : 48.82 vs. PMDAX (38.02).
| PMDAX | VMVAX | PMDAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 11.530 | 14.946 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 30.5B | 5% |
| Annual Yield % from dividends | 1.21 | 2.14 | 57% |
| Returns for 1 year | 25.48 | 25.35 | 101% |
| Returns for 3 years | 21.44 | 20.71 | 104% |
| Returns for 5 years | 38.02 | 48.82 | 78% |
| Returns for 10 years | 64.20 | 100.88 | 64% |