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PMDDX vs VMVIX
PMDDX vs VMVIX Comparison
Open Charts PMDDX vs VMVIX
Principal Small-MidCap Dividend Inc C
Price$18.51
Change+$0.04 (+0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$64.51
Change+$0.10 (+0.16%)
VolumeN/A
CapitalizationN/A
PMDDX vs VMVIX Comparison Chart
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PMDDX vs. VMVIX commentary
Dec 27, 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 StrongBuy and VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. PMDDX (1.71B). 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 : 13.15 vs. PMDDX (7.16). VMVIX return over 5 years is better than : 39.15 vs. PMDDX (24.67).
| 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 | 8.098 | 13.313 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 32.8B | 5% |
| Annual Yield % from dividends | 0.54 | 2.03 | 27% |
| Returns for 1 year | 7.16 | 13.15 | 54% |
| Returns for 3 years | 4.80 | 10.72 | 45% |
| Returns for 5 years | 24.67 | 39.15 | 63% |
| Returns for 10 years | 45.60 | 83.79 | 54% |
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