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PMDDX vs VMVIX
PMDDX vs VMVIX Comparison
Open Charts PMDDX vs VMVIX
Principal Small-MidCap Dividend Inc C
Price$19.09
Change+$0.21 (+1.11%)
VolumeN/A
Net Assets1.73B
Vanguard Mid-Cap Value Index Investor
Price$65.77
Change+$0.67 (+1.03%)
VolumeN/A
Net Assets30.1B
PMDDX vs VMVIX Comparison Chart
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PMDDX vs. VMVIX 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. PMDDX (1.73B). VMVIX pays higher dividends than PMDDX: VMVIX (2.03) vs PMDDX (0.54). PMDDX was incepted earlier than VMVIX: PMDDX (13 years) vs VMVIX (18 years). PMDDX is a more actively managed with annual turnover of: 26.50 vs. VMVIX (22.00). PMDDX has a lower initial minimum investment than VMVIX: PMDDX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 16.12 vs. PMDDX (12.06). VMVIX return over 5 years is better than : 42.58 vs. PMDDX (32.37).
| PMDDX | VMVIX | PMDDX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 3.395 | 2.214 | 153% |
| 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 | 2.03 | 27% |
| Returns for 1 year | 12.06 | 16.12 | 75% |
| Returns for 3 years | 11.04 | 13.78 | 80% |
| Returns for 5 years | 32.37 | 42.58 | 76% |
| Returns for 10 years | 51.19 | 90.76 | 56% |
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