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PMDDX vs VMVAX
PMDDX vs VMVAX Comparison
Open Charts PMDDX vs VMVAX
Principal Small-MidCap Dividend Inc C
Price$18.51
Change+$0.04 (+0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.87
Change+$0.13 (+0.15%)
VolumeN/A
CapitalizationN/A
PMDDX vs VMVAX Comparison Chart
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PMDDX vs. VMVAX commentary
Dec 27, 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 PMDDX is a StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. PMDDX (1.71B). 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 : 13.18 vs. PMDDX (7.16). VMVAX return over 5 years is better than : 39.21 vs. PMDDX (24.67).
| 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 | 8.098 | 13.332 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 32.8B | 5% |
| Annual Yield % from dividends | 0.54 | 2.14 | 25% |
| Returns for 1 year | 7.16 | 13.18 | 54% |
| Returns for 3 years | 4.80 | 10.75 | 45% |
| Returns for 5 years | 24.67 | 39.21 | 63% |
| Returns for 10 years | 45.60 | 83.93 | 54% |
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