Interact to see
Advertisement
Advertisement
PMDHX vs VMVIX
PMDHX vs VMVIX Comparison
Open Charts PMDHX vs VMVIX
Principal Small-MidCap Dividend Inc R6
Price$18.09
Change-$0.48 (-2.58%)
VolumeN/A
Net Assets1.64B
Vanguard Mid-Cap Value Index Investor
Price$63.15
Change-$1.30 (-2.02%)
VolumeN/A
Net Assets29.07B
PMDHX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMDHX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. PMDHX (1.64B). VMVIX pays higher dividends than PMDHX: VMVIX (2.27) vs PMDHX (1.63). PMDHX was incepted earlier than VMVIX: PMDHX (8 years) vs VMVIX (19 years). PMDHX (0.79) is less costly to investors than VMVIX (0.19). PMDHX is a more actively managed with annual turnover of: 37.30 vs. VMVIX (19.00). PMDHX has a lower initial minimum investment than VMVIX: PMDHX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 5.61 vs. PMDHX (0.61). VMVIX (81.55) and PMDHX (79.79) have equivalent 5 years return.
| PMDHX | VMVIX | PMDHX / VMVIX | |
| Total Expense Ratio | 0.79 | 0.19 | 416% |
| Annual Report Gross Expense Ratio | 0.79 | 0.19 | 416% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | -0.158 | 1.252 | -13% |
| 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 | 2.27 | 72% |
| Returns for 1 year | 0.61 | 5.61 | 11% |
| Returns for 3 years | 19.76 | 19.84 | 100% |
| Returns for 5 years | 79.79 | 81.55 | 98% |
| Returns for 10 years | N/A | 78.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PFFV | 22.87 | -0.20 | -0.87% |
| Global X Variable Rate Preferred ETF | |||
| DALI | 25.11 | -0.50 | -1.96% |
| First Trust Dorsey Wright DALI 1 ETF | |||
| NOBL | 99.62 | -2.02 | -1.99% |
| ProShares S&P 500 Dividend Aristocrats | |||
| PXJ | 22.88 | -0.62 | -2.64% |
| Invesco Oil & Gas Services ETF | |||
| ARKG | 20.71 | -1.16 | -5.30% |
| ARK Genomic Revolution ETF | |||