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PMDHX vs VMVAX
PMDHX vs VMVAX Comparison
Open Charts PMDHX vs VMVAX
Principal Small-MidCap Dividend Inc R6
Price$19.37
Change-$0.19 (-0.97%)
VolumeN/A
Net Assets1.61B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
PMDHX vs VMVAX Comparison Chart in %
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PMDHX vs. VMVAX commentary
Aug 17, 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: 31B vs. PMDHX (1.61B). VMVAX pays higher dividends than PMDHX: VMVAX (2.22) vs PMDHX (1.44). PMDHX was incepted earlier than VMVAX: PMDHX (9 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 : 7.67 vs. PMDHX (6.03). PMDHX return over 5 years is better than : 68.95 vs. VMVAX (65.15).
| 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 | 9 years | 14 years | - |
| Gain YTD | 5.617 | 5.198 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 31B | 5% |
| Annual Yield % from dividends | 1.44 | 2.22 | 65% |
| Returns for 1 year | 6.03 | 7.67 | 79% |
| Returns for 3 years | 16.25 | 17.51 | 93% |
| Returns for 5 years | 68.95 | 65.15 | 106% |
| Returns for 10 years | N/A | 87.87 | - |
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