PMDHX
Price
$16.96
Change
-$1.27 (-6.97%)
Updated
Apr 3 closing price
Net Assets
1.6B
VMVIX
Price
$60.96
Change
-$2.85 (-4.47%)
Updated
Apr 3 closing price
Net Assets
30.85B
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PMDHX vs VMVIX

Header iconPMDHX vs VMVIX Comparison
Open Charts PMDHX vs VMVIXBanner chart's image
Principal Small-MidCap Dividend Inc R6
Price$16.96
Change-$1.27 (-6.97%)
VolumeN/A
Net Assets1.6B
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
PMDHX vs VMVIX Comparison Chart
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PMDHX vs. VMVIX commentary
Apr 04, 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 StrongBuy and VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. PMDHX (1.6B). VMVIX pays higher dividends than PMDHX: VMVIX (2.20) vs PMDHX (1.57). 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 (22.00). 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 : 5.62 vs. PMDHX (-0.92). VMVIX (116.35) and PMDHX (113.32) have equivalent 5 years return.
PMDHXVMVIXPMDHX / VMVIX
Total Expense Ratio0.790.19416%
Annual Report Gross Expense Ratio0.790.19416%
Fund Existence8 years19 years-
Gain YTD-1.9860.246-806%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.6B30.8B5%
Annual Yield % from dividends1.572.2071%
Returns for 1 year-0.925.62-16%
Returns for 3 years8.598.9496%
Returns for 5 years113.32116.3597%
Returns for 10 yearsN/A78.45-
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