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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$20.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$68.58
Change+$0.45 (+0.66%)
VolumeN/A
CapitalizationN/A
PMDIX vs VMVIX Comparison Chart
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PMDIX vs. VMVIX commentary
Nov 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 StrongSell and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. PMDIX (1.83B). 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 : 30.73 vs. VMVIX (28.25). VMVIX return over 5 years is better than : 50.90 vs. PMDIX (46.32).
| 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 | 19.261 | 19.597 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 30.9B | 6% |
| Annual Yield % from dividends | 1.43 | 2.03 | 71% |
| Returns for 1 year | 30.73 | 28.25 | 109% |
| Returns for 3 years | 16.87 | 16.93 | 100% |
| Returns for 5 years | 46.32 | 50.90 | 91% |
| Returns for 10 years | 72.00 | 98.08 | 73% |
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