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PMDHX vs VMVAX
PMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAX
Principal Small-MidCap Dividend Inc R6
Price$19.42
Change-$0.17 (-0.87%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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PMDHX vs VMVAX Comparison Chart
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PMDHX vs. VMVAX commentary
Sep 21, 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 PMDHX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. PMDHX (1.64B). 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). PMDHX (25.92) and VMVAX (25.35) have marching annual gain over last year. VMVAX return over 5 years is better than : 48.82 vs. PMDHX (40.07).
| 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 | 11.779 | 14.946 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 30.5B | 5% |
| Annual Yield % from dividends | 1.48 | 2.14 | 69% |
| Returns for 1 year | 25.92 | 25.35 | 102% |
| Returns for 3 years | 22.33 | 20.71 | 108% |
| Returns for 5 years | 40.07 | 48.82 | 82% |
| Returns for 10 years | N/A | 100.88 | - |