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PMDDX vs VMVIX
PMDDX vs VMVIX Comparison
Open Charts PMDDX vs VMVIX
Principal Small-MidCap Dividend Inc C
Price$16.22
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets1.45B
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
PMDDX vs VMVIX Comparison Chart
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PMDDX vs. VMVIX commentary
Apr 19, 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 (1.45B). VMVIX pays higher dividends than PMDDX: VMVIX (2.20) vs PMDDX (0.43). 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 (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 : 3.30 vs. PMDDX (-5.50). VMVIX return over 5 years is better than : 71.73 vs. PMDDX (61.55).
| 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 | -11.075 | -6.336 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 29.9B | 5% |
| Annual Yield % from dividends | 0.43 | 2.20 | 20% |
| Returns for 1 year | -5.50 | 3.30 | -167% |
| Returns for 3 years | -1.23 | 2.10 | -59% |
| Returns for 5 years | 61.55 | 71.73 | 86% |
| Returns for 10 years | 25.37 | 66.33 | 38% |
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