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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$17.93
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets1.59B
Vanguard Mid-Cap Value Index Investor
Price$62.89
Change-$0.26 (-0.41%)
VolumeN/A
Net Assets29.07B
PMDIX vs VMVIX Comparison Chart
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PMDIX vs. VMVIX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. PMDIX (1.59B). VMVIX pays higher dividends than PMDIX: VMVIX (2.27) vs PMDIX (1.56). 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 : 4.09 vs. PMDIX (-1.12). VMVIX (77.89) and PMDIX (74.62) 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 | -2.826 | -0.790 | 358% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 29.1B | 5% |
| Annual Yield % from dividends | 1.56 | 2.27 | 69% |
| Returns for 1 year | -1.12 | 4.09 | -27% |
| Returns for 3 years | 15.16 | 15.66 | 97% |
| Returns for 5 years | 74.62 | 77.89 | 96% |
| Returns for 10 years | 51.38 | 74.60 | 69% |
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