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PMDAX vs VMVIX
PMDAX vs VMVIX Comparison
Open Charts PMDAX vs VMVIX
Principal Small-MidCap Dividend Inc A
Price$19.90
Change-$0.11 (-0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
PMDAX vs VMVIX Comparison Chart
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PMDAX vs. VMVIX commentary
Nov 18, 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 Sell and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. PMDAX (1.78B). VMVIX pays higher dividends than PMDAX: VMVIX (2.03) vs PMDAX (1.21). PMDAX was incepted earlier than VMVIX: PMDAX (13 years) vs VMVIX (18 years). PMDAX is a more actively managed with annual turnover of: 26.50 vs. VMVIX (22.00). PMDAX has a lower initial minimum investment than VMVIX: PMDAX (1000) vs VMVIX (3000). PMDAX (28.07) and VMVIX (27.06) have marching annual gain over last year. VMVIX return over 5 years is better than : 47.37 vs. PMDAX (39.81).
| PMDAX | VMVIX | PMDAX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 15.596 | 17.315 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 30.9B | 6% |
| Annual Yield % from dividends | 1.21 | 2.03 | 60% |
| Returns for 1 year | 28.07 | 27.06 | 104% |
| Returns for 3 years | 11.64 | 13.52 | 86% |
| Returns for 5 years | 39.81 | 47.37 | 84% |
| Returns for 10 years | 63.66 | 96.63 | 66% |