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PMDIX vs VMVAX
PMDIX vs VMVAX Comparison
Open Charts PMDIX vs VMVAX
Principal Small-MidCap Dividend Inc Inst
Price$19.80
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Admiral
Price$89.28
Change-$0.21 (-0.23%)
VolumeN/A
Net Assets32.03B
PMDIX vs VMVAX Comparison Chart in %
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PMDIX vs. VMVAX commentary
Sep 09, 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 PMDIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. PMDIX (1.62B). VMVAX pays higher dividends than PMDIX: VMVAX (2.15) vs PMDIX (1.32). PMDIX was incepted earlier than VMVAX: PMDIX (14 years) vs VMVAX (14 years). PMDIX (0.87) is less costly to investors than VMVAX (0.07). PMDIX is a more actively managed with annual turnover of: 37.30 vs. VMVAX (19.00). PMDIX has a lower initial minimum investment than VMVAX: PMDIX (0) vs VMVAX (3000). PMDIX (8.53) and VMVAX (8.25) have marching annual gain over last year. PMDIX return over 5 years is better than : 79.05 vs. VMVAX (68.89).
| PMDIX | VMVAX | PMDIX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 0.87 | 0.07 | 1,243% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.456 | 6.882 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 32B | 5% |
| Annual Yield % from dividends | 1.32 | 2.15 | 61% |
| Returns for 1 year | 8.53 | 8.25 | 103% |
| Returns for 3 years | 25.37 | 24.12 | 105% |
| Returns for 5 years | 79.05 | 68.89 | 115% |
| Returns for 10 years | 86.60 | 103.24 | 84% |
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