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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$20.33
Change-$0.12 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$67.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PMDIX vs VMVIX Comparison Chart
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PMDIX vs. VMVIX commentary
Nov 14, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. PMDIX (1.82B). VMVIX pays higher dividends than PMDIX: VMVIX (2.03) vs PMDIX (1.43). PMDIX was incepted earlier than VMVIX: PMDIX (13 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). PMDIX annual gain was more profitable for investors over the last year : 35.91 vs. VMVIX (28.28). VMVIX return over 5 years is better than : 48.79 vs. PMDIX (44.99).
| PMDIX | VMVIX | PMDIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 18.335 | 18.438 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 30.9B | 6% |
| Annual Yield % from dividends | 1.43 | 2.03 | 71% |
| Returns for 1 year | 35.91 | 28.28 | 127% |
| Returns for 3 years | 15.20 | 14.93 | 102% |
| Returns for 5 years | 44.99 | 48.79 | 92% |
| Returns for 10 years | 72.47 | 100.45 | 72% |