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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$19.18
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.55B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change-$0.40 (-0.59%)
VolumeN/A
Net Assets31.8B
PMDIX vs VMVIX Comparison Chart in %
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PMDIX vs. VMVIX commentary
Nov 20, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. PMDIX (1.55B). VMVIX pays higher dividends than PMDIX: VMVIX (2.08) vs PMDIX (1.33). PMDIX was incepted earlier than VMVIX: PMDIX (14 years) vs VMVIX (19 years). PMDIX (0.87) is less costly to investors than VMVIX (0.19). PMDIX is a more actively managed with annual turnover of: 37.30 vs. VMVIX (19.00). PMDIX has a lower initial minimum investment than VMVIX: PMDIX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 1.00 vs. PMDIX (-3.39). PMDIX (52.84) and VMVIX (51.95) have equivalent 5 years return.
| PMDIX | VMVIX | PMDIX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 4.368 | 6.180 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 31.8B | 5% |
| Annual Yield % from dividends | 1.33 | 2.08 | 64% |
| Returns for 1 year | -3.39 | 1.00 | -340% |
| Returns for 3 years | 22.33 | 24.67 | 91% |
| Returns for 5 years | 52.84 | 51.95 | 102% |
| Returns for 10 years | 69.54 | 97.56 | 71% |
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