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PMDHX vs VMVAX
PMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAX
Principal Small-MidCap Dividend Inc R6
Price$18.09
Change-$0.48 (-2.58%)
VolumeN/A
Net Assets1.64B
Vanguard Mid-Cap Value Index Admiral
Price$83.09
Change-$1.71 (-2.02%)
VolumeN/A
Net Assets29.07B
PMDHX vs VMVAX Comparison Chart
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PMDHX vs. VMVAX commentary
May 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. PMDHX (1.64B). VMVAX pays higher dividends than PMDHX: VMVAX (2.40) vs PMDHX (1.63). 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 (19.00). 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 : 5.62 vs. PMDHX (0.61). VMVAX (81.66) and PMDHX (79.79) 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 | -0.158 | 1.267 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 29.1B | 6% |
| Annual Yield % from dividends | 1.63 | 2.40 | 68% |
| Returns for 1 year | 0.61 | 5.62 | 11% |
| Returns for 3 years | 19.76 | 19.89 | 99% |
| Returns for 5 years | 79.79 | 81.66 | 98% |
| Returns for 10 years | N/A | 78.27 | - |
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