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PMDDX vs VMVAX
PMDDX vs VMVAX Comparison
Open Charts PMDDX vs VMVAX
Principal Small-MidCap Dividend Inc C
Price$17.37
Change+$0.21 (+1.22%)
VolumeN/A
Net Assets1.56B
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
PMDDX vs VMVAX Comparison Chart
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PMDDX vs. VMVAX commentary
May 09, 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: 29.1B vs. PMDDX (1.56B). VMVAX pays higher dividends than PMDDX: VMVAX (2.40) vs PMDDX (0.45). 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 (19.00). 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 : 3.70 vs. PMDDX (-4.51). VMVAX return over 5 years is better than : 75.12 vs. PMDDX (62.34).
| 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 | -5.922 | -2.399 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 29.1B | 5% |
| Annual Yield % from dividends | 0.45 | 2.40 | 19% |
| Returns for 1 year | -4.51 | 3.70 | -122% |
| Returns for 3 years | 10.12 | 14.12 | 72% |
| Returns for 5 years | 62.34 | 75.12 | 83% |
| Returns for 10 years | 35.13 | 73.65 | 48% |
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