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PMDDX vs VMVIX
PMDDX vs VMVIX Comparison
Open Charts PMDDX vs VMVIX
Principal Small-MidCap Dividend Inc C
Price$17.37
Change+$0.21 (+1.22%)
VolumeN/A
Net Assets1.56B
Vanguard Mid-Cap Value Index Investor
Price$62.58
Change+$0.46 (+0.74%)
VolumeN/A
Net Assets29.07B
PMDDX vs VMVIX Comparison Chart
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PMDDX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. PMDDX (1.56B). VMVIX pays higher dividends than PMDDX: VMVIX (2.27) vs PMDDX (0.45). PMDDX was incepted earlier than VMVIX: PMDDX (13 years) vs VMVIX (19 years). PMDDX (2.00) is less costly to investors than VMVIX (0.19). PMDDX is a more actively managed with annual turnover of: 37.30 vs. VMVIX (19.00). 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 : 3.71 vs. PMDDX (-4.51). VMVIX return over 5 years is better than : 75.04 vs. PMDDX (62.34).
| PMDDX | VMVIX | PMDDX / VMVIX | |
| Total Expense Ratio | 1.87 | 0.19 | 984% |
| Annual Report Gross Expense Ratio | 2.00 | 0.19 | 1,053% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | -5.922 | -2.409 | 246% |
| 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 | 2.27 | 20% |
| Returns for 1 year | -4.51 | 3.71 | -122% |
| Returns for 3 years | 10.12 | 14.10 | 72% |
| Returns for 5 years | 62.34 | 75.04 | 83% |
| Returns for 10 years | 35.13 | 73.59 | 48% |
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