Ad is loading...
PMDDX vs VMVIX
PMDDX vs VMVIX Comparison
Open Charts PMDDX vs VMVIX
Principal Small-MidCap Dividend Inc C
Price$18.47
Change+$0.16 (+0.87%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Investor
Price$65.34
Change+$0.80 (+1.24%)
VolumeN/A
Net Assets30.89B
PMDDX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMDDX vs. VMVIX commentary
Mar 03, 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: 30.9B vs. PMDDX (1.67B). VMVIX pays higher dividends than PMDDX: VMVIX (2.03) vs PMDDX (0.54). PMDDX was incepted earlier than VMVIX: PMDDX (13 years) vs VMVIX (19 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 : 11.95 vs. PMDDX (5.04). VMVIX return over 5 years is better than : 59.99 vs. PMDDX (45.27).
| PMDDX | VMVIX | PMDDX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 1.150 | 2.591 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 30.9B | 5% |
| Annual Yield % from dividends | 0.54 | 2.03 | 27% |
| Returns for 1 year | 5.04 | 11.95 | 42% |
| Returns for 3 years | 11.55 | 17.68 | 65% |
| Returns for 5 years | 45.27 | 59.99 | 75% |
| Returns for 10 years | 43.58 | 83.53 | 52% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers