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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$18.64
Change+$0.20 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$64.27
Change+$0.92 (+1.45%)
VolumeN/A
CapitalizationN/A
PMDIX vs VMVIX Comparison Chart
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PMDIX vs. VMVIX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. PMDIX (1.69B). VMVIX pays higher dividends than PMDIX: VMVIX (2.03) vs PMDIX (1.43). PMDIX was incepted earlier than VMVIX: PMDIX (14 years) vs VMVIX (18 years). PMDIX is a more actively managed with annual turnover of: 26.50 vs. VMVIX (22.00). 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 : 13.90 vs. PMDIX (8.67). VMVIX return over 5 years is better than : 37.73 vs. PMDIX (28.15).
| PMDIX | VMVIX | PMDIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 7.861 | 12.821 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 32.8B | 5% |
| Annual Yield % from dividends | 1.43 | 2.03 | 71% |
| Returns for 1 year | 8.67 | 13.90 | 62% |
| Returns for 3 years | 8.93 | 12.18 | 73% |
| Returns for 5 years | 28.15 | 37.73 | 75% |
| Returns for 10 years | 60.02 | 84.28 | 71% |
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