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PMDAX vs VMVIX
PMDAX vs VMVIX Comparison
Open Charts PMDAX vs VMVIX
Principal Small-MidCap Dividend Inc A
Price$18.78
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.56B
Vanguard Mid-Cap Value Index Investor
Price$65.89
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets31.04B
PMDAX vs VMVIX Comparison Chart in %
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PMDAX vs. VMVIX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. PMDAX (1.56B). VMVIX pays higher dividends than PMDAX: VMVIX (2.10) vs PMDAX (1.13). PMDAX was incepted earlier than VMVIX: PMDAX (14 years) vs VMVIX (19 years). PMDAX (1.16) is less costly to investors than VMVIX (0.19). PMDAX is a more actively managed with annual turnover of: 37.30 vs. VMVIX (19.00). 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 : 9.57 vs. PMDAX (6.66). VMVIX (63.67) and PMDAX (62.74) have equivalent 5 years return.
| PMDAX | VMVIX | PMDAX / VMVIX | |
| Total Expense Ratio | 1.12 | 0.19 | 589% |
| Annual Report Gross Expense Ratio | 1.16 | 0.19 | 611% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 2.234 | 3.338 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 31B | 5% |
| Annual Yield % from dividends | 1.13 | 2.10 | 54% |
| Returns for 1 year | 6.66 | 9.57 | 70% |
| Returns for 3 years | 16.83 | 20.88 | 81% |
| Returns for 5 years | 62.74 | 63.67 | 99% |
| Returns for 10 years | 61.51 | 84.72 | 73% |
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