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PMDDX vs VMVAX
PMDDX vs VMVAX Comparison
Open Charts PMDDX vs VMVAX
Principal Small-MidCap Dividend Inc C
Price$18.47
Change+$0.16 (+0.87%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Admiral
Price$85.98
Change+$1.05 (+1.24%)
VolumeN/A
Net Assets30.89B
PMDDX vs VMVAX Comparison Chart
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PMDDX vs. VMVAX commentary
Mar 03, 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 PMDDX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. PMDDX (1.67B). VMVAX pays higher dividends than PMDDX: VMVAX (2.14) vs PMDDX (0.54). PMDDX was incepted earlier than VMVAX: PMDDX (13 years) vs VMVAX (13 years). PMDDX is a more actively managed with annual turnover of: 26.50 vs. VMVAX (22.00). PMDDX has a lower initial minimum investment than VMVAX: PMDDX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 11.97 vs. PMDDX (5.04). VMVAX return over 5 years is better than : 60.06 vs. PMDDX (45.27).
| PMDDX | VMVAX | PMDDX / 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 | 1.150 | 2.614 | 44% |
| 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 | 0.54 | 2.14 | 25% |
| Returns for 1 year | 5.04 | 11.97 | 42% |
| Returns for 3 years | 11.55 | 17.73 | 65% |
| Returns for 5 years | 45.27 | 60.06 | 75% |
| Returns for 10 years | 43.58 | 83.71 | 52% |
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