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PMDDX vs VMVAX
PMDDX vs VMVAX Comparison
Open Charts PMDDX vs VMVAX
Principal Small-MidCap Dividend Inc C
Price$19.00
Change-$0.17 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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PMDDX vs VMVAX Comparison Chart
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PMDDX vs. VMVAX commentary
Sep 21, 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 Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. PMDDX (1.64B). VMVAX pays higher dividends than PMDDX: VMVAX (2.14) vs PMDDX (0.54). PMDDX was incepted earlier than VMVAX: PMDDX (12 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 (25.35) and PMDDX (24.54) have marching annual gain over last year. VMVAX return over 5 years is better than : 48.82 vs. PMDDX (33.96).
| PMDDX | VMVAX | PMDDX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 10.960 | 14.946 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 30.5B | 5% |
| Annual Yield % from dividends | 0.54 | 2.14 | 25% |
| Returns for 1 year | 24.54 | 25.35 | 97% |
| Returns for 3 years | 19.56 | 20.71 | 94% |
| Returns for 5 years | 33.96 | 48.82 | 70% |
| Returns for 10 years | 53.11 | 100.88 | 53% |