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PMDHX vs VMVAX
PMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAX
Principal Small-MidCap Dividend Inc R6
Price$16.96
Change-$1.27 (-6.97%)
VolumeN/A
Net Assets1.6B
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
PMDHX vs VMVAX Comparison Chart
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PMDHX vs. VMVAX commentary
Apr 04, 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 PMDHX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. PMDHX (1.6B). VMVAX pays higher dividends than PMDHX: VMVAX (2.33) vs PMDHX (1.57). PMDHX was incepted earlier than VMVAX: PMDHX (8 years) vs VMVAX (14 years). PMDHX (0.79) is less costly to investors than VMVAX (0.07). PMDHX is a more actively managed with annual turnover of: 37.30 vs. VMVAX (22.00). PMDHX has a lower initial minimum investment than VMVAX: PMDHX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 5.64 vs. PMDHX (-0.92). VMVAX (116.47) and PMDHX (113.32) have equivalent 5 years return.
| PMDHX | VMVAX | PMDHX / VMVAX | |
| Total Expense Ratio | 0.79 | 0.07 | 1,129% |
| Annual Report Gross Expense Ratio | 0.79 | 0.07 | 1,129% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -1.986 | 0.252 | -788% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 30.8B | 5% |
| Annual Yield % from dividends | 1.57 | 2.33 | 68% |
| Returns for 1 year | -0.92 | 5.64 | -16% |
| Returns for 3 years | 8.59 | 8.98 | 96% |
| Returns for 5 years | 113.32 | 116.47 | 97% |
| Returns for 10 years | N/A | 78.55 | - |
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