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PMDDX vs VMVAX
PMDDX vs VMVAX Comparison
Open Charts PMDDX vs VMVAX
Principal Small-MidCap Dividend Inc C
Price$19.09
Change+$0.21 (+1.11%)
VolumeN/A
Net Assets1.73B
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets30.1B
PMDDX vs VMVAX Comparison Chart
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PMDDX vs. VMVAX commentary
Jan 31, 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 StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. PMDDX (1.73B). 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 : 16.15 vs. PMDDX (12.06). VMVAX return over 5 years is better than : 42.66 vs. PMDDX (32.37).
| 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 | 3.395 | 2.232 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 30.1B | 6% |
| Annual Yield % from dividends | 0.54 | 2.14 | 25% |
| Returns for 1 year | 12.06 | 16.15 | 75% |
| Returns for 3 years | 11.04 | 13.83 | 80% |
| Returns for 5 years | 32.37 | 42.66 | 76% |
| Returns for 10 years | 51.19 | 90.92 | 56% |