PMDIX
Price
$19.62
Change
-$0.10 (-0.51%)
Updated
Sep 29 closing price
Net Assets
1.62B
VMVIX
Price
$68.54
Change
-$0.13 (-0.19%)
Updated
Sep 29 closing price
Net Assets
32.03B
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PMDIX vs VMVIX

Header iconPMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIXBanner chart's image
Principal Small-MidCap Dividend Inc Inst
Price$19.62
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets1.62B
Vanguard Mid-Cap Value Index Investor
Price$68.54
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets32.03B
PMDIX vs VMVIX Comparison Chart in %
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PMDIX vs. VMVIX commentary
Sep 30, 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.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. PMDIX (1.62B). VMVIX pays higher dividends than PMDIX: VMVIX (2.04) 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 : 4.39 vs. PMDIX (3.17). PMDIX return over 5 years is better than : 83.93 vs. VMVIX (73.91).
PMDIXVMVIXPMDIX / VMVIX
Total Expense Ratio0.850.19447%
Annual Report Gross Expense Ratio0.870.19458%
Fund Existence14 years19 years-
Gain YTD7.3637.89593%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.62B32B5%
Annual Yield % from dividends1.322.0465%
Returns for 1 year3.174.3972%
Returns for 3 years41.9844.3895%
Returns for 5 years83.9373.91114%
Returns for 10 years86.97110.1779%
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