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PMDDX vs VMVIX
PMDDX vs VMVIX Comparison
Open Charts PMDDX vs VMVIX
Principal Small-MidCap Dividend Inc C
Price$18.83
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
PMDDX vs VMVIX Comparison Chart in %
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PMDDX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PMDDX (1.62B). VMVIX pays higher dividends than PMDDX: VMVIX (2.14) vs PMDDX (0.38). 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 : 12.13 vs. PMDDX (7.29). VMVIX return over 5 years is better than : 76.99 vs. PMDDX (68.56).
| 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 | 3.404 | 3.574 | 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 | 2.14 | 18% |
| Returns for 1 year | 7.29 | 12.13 | 60% |
| Returns for 3 years | 25.48 | 28.47 | 89% |
| Returns for 5 years | 68.56 | 76.99 | 89% |
| Returns for 10 years | 51.67 | 88.04 | 59% |
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