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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$16.86
Change-$1.27 (-7.00%)
VolumeN/A
Net Assets1.6B
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
PMDIX vs VMVIX Comparison Chart
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PMDIX vs. VMVIX commentary
Apr 04, 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: 30.8B vs. PMDIX (1.6B). VMVIX pays higher dividends than PMDIX: VMVIX (2.20) vs PMDIX (1.51). 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 (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 : 5.62 vs. PMDIX (-0.99). VMVIX (116.35) and PMDIX (112.59) 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 | -2.015 | 0.246 | -818% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 30.8B | 5% |
| Annual Yield % from dividends | 1.51 | 2.20 | 68% |
| Returns for 1 year | -0.99 | 5.62 | -18% |
| Returns for 3 years | 8.42 | 8.94 | 94% |
| Returns for 5 years | 112.59 | 116.35 | 97% |
| Returns for 10 years | 52.32 | 78.45 | 67% |
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