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PMDDX vs VMVAX
PMDDX vs VMVAX Comparison
Open Charts PMDDX vs VMVAX
Principal Small-MidCap Dividend Inc C
Price$18.83
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
PMDDX vs VMVAX Comparison Chart in %
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PMDDX vs. VMVAX commentary
Jul 07, 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 (1.62B). VMVAX pays higher dividends than PMDDX: VMVAX (2.26) vs PMDDX (0.38). 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 : 12.14 vs. PMDDX (7.29). VMVAX return over 5 years is better than : 77.08 vs. PMDDX (68.56).
| 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 | 3.404 | 3.573 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 29.9B | 5% |
| Annual Yield % from dividends | 0.38 | 2.26 | 17% |
| Returns for 1 year | 7.29 | 12.14 | 60% |
| Returns for 3 years | 25.48 | 28.52 | 89% |
| Returns for 5 years | 68.56 | 77.08 | 89% |
| Returns for 10 years | 51.67 | 88.11 | 59% |