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PMDHX vs VMVAX
PMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAX
Principal Small-MidCap Dividend Inc R6
Price$18.84
Change-$0.32 (-1.67%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
PMDHX vs VMVAX Comparison Chart
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PMDHX vs. VMVAX commentary
Feb 23, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. PMDHX (1.67B). VMVAX pays higher dividends than PMDHX: VMVAX (2.14) vs PMDHX (1.48). PMDHX was incepted earlier than VMVAX: PMDHX (8 years) vs VMVAX (13 years). PMDHX is a more actively managed with annual turnover of: 26.50 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 : 13.71 vs. PMDHX (6.53). VMVAX return over 5 years is better than : 40.04 vs. PMDHX (32.07).
| PMDHX | VMVAX | PMDHX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 0.911 | 3.079 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 30.9B | 5% |
| Annual Yield % from dividends | 1.48 | 2.14 | 69% |
| Returns for 1 year | 6.53 | 13.71 | 48% |
| Returns for 3 years | 12.73 | 16.65 | 76% |
| Returns for 5 years | 32.07 | 40.04 | 80% |
| Returns for 10 years | N/A | 83.32 | - |
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