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PMDDX vs VMVAX
PMDDX vs VMVAX Comparison
Open Charts PMDDX vs VMVAX
Principal Small-MidCap Dividend Inc C
Price$16.22
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets1.45B
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
PMDDX vs VMVAX Comparison Chart
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PMDDX vs. VMVAX commentary
Apr 19, 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: 29.9B vs. PMDDX (1.45B). VMVAX pays higher dividends than PMDDX: VMVAX (2.33) vs PMDDX (0.43). PMDDX was incepted earlier than VMVAX: PMDDX (13 years) vs VMVAX (14 years). PMDDX (2.00) is less costly to investors than VMVAX (0.07). PMDDX is a more actively managed with annual turnover of: 37.30 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 : 3.31 vs. PMDDX (-5.50). VMVAX return over 5 years is better than : 71.78 vs. PMDDX (61.55).
| PMDDX | VMVAX | PMDDX / VMVAX | |
| Total Expense Ratio | 1.87 | 0.07 | 2,671% |
| Annual Report Gross Expense Ratio | 2.00 | 0.07 | 2,857% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -11.075 | -6.328 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 29.9B | 5% |
| Annual Yield % from dividends | 0.43 | 2.33 | 19% |
| Returns for 1 year | -5.50 | 3.31 | -166% |
| Returns for 3 years | -1.23 | 2.13 | -58% |
| Returns for 5 years | 61.55 | 71.78 | 86% |
| Returns for 10 years | 25.37 | 66.45 | 38% |