Ad is loading...
PMDAX vs VMVAX
PMDAX vs VMVAX Comparison
Open Charts PMDAX vs VMVAX
Principal Small-MidCap Dividend Inc A
Price$18.45
Change-$0.70 (-3.66%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
PMDAX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMDAX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. PMDAX (1.75B). 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 : 15.41 vs. PMDAX (13.18). VMVAX return over 5 years is better than : 40.94 vs. PMDAX (31.48).
| 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 | 11.239 | 14.833 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 32.8B | 5% |
| Annual Yield % from dividends | 1.21 | 2.14 | 57% |
| Returns for 1 year | 13.18 | 15.41 | 86% |
| Returns for 3 years | 12.60 | 14.48 | 87% |
| Returns for 5 years | 31.48 | 40.94 | 77% |
| Returns for 10 years | 62.30 | 89.30 | 70% |
View a ticker or compare two or three
VS
VS
Ad is loading...