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PMDAX vs VMVIX
PMDAX vs VMVIX Comparison
Open Charts PMDAX vs VMVIX
Principal Small-MidCap Dividend Inc A
Price$18.61
Change-$0.32 (-1.69%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
PMDAX vs VMVIX Comparison Chart
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PMDAX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. PMDAX (1.67B). VMVIX pays higher dividends than PMDAX: VMVIX (2.03) vs PMDAX (1.21). PMDAX was incepted earlier than VMVIX: PMDAX (14 years) vs VMVIX (19 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). VMVIX annual gain was more profitable for investors over the last year : 12.42 vs. PMDAX (7.96). VMVIX return over 5 years is better than : 38.40 vs. PMDAX (32.39).
| PMDAX | VMVIX | PMDAX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 2.602 | 1.900 | 137% |
| 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 | 2.03 | 60% |
| Returns for 1 year | 7.96 | 12.42 | 64% |
| Returns for 3 years | 13.80 | 15.30 | 90% |
| Returns for 5 years | 32.39 | 38.40 | 84% |
| Returns for 10 years | 55.31 | 81.10 | 68% |
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