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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$19.67
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets1.68B
Vanguard Mid-Cap Value Index Investor
Price$68.91
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets32.47B
PMDIX vs VMVIX Comparison Chart in %
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PMDIX vs. VMVIX commentary
Oct 27, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. PMDIX (1.68B). VMVIX pays higher dividends than PMDIX: VMVIX (2.05) vs PMDIX (1.32). 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 : 4.48 vs. PMDIX (2.02). PMDIX return over 5 years is better than : 67.81 vs. VMVIX (64.00).
| 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 | 7.091 | 8.301 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 32.5B | 5% |
| Annual Yield % from dividends | 1.32 | 2.05 | 64% |
| Returns for 1 year | 2.02 | 4.48 | 45% |
| Returns for 3 years | 33.17 | 34.85 | 95% |
| Returns for 5 years | 67.81 | 64.00 | 106% |
| Returns for 10 years | 78.22 | 103.26 | 76% |
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