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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$19.16
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets1.61B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
PMDIX vs VMVIX Comparison Chart in %
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PMDIX vs. VMVIX commentary
Jul 27, 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: 30.6B vs. PMDIX (1.62B). VMVIX pays higher dividends than PMDIX: VMVIX (2.14) vs PMDIX (1.40). 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 : 9.75 vs. PMDIX (2.91). VMVIX (71.74) and PMDIX (71.22) 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 | 3.982 | 5.522 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 30.6B | 5% |
| Annual Yield % from dividends | 1.40 | 2.14 | 65% |
| Returns for 1 year | 2.91 | 9.75 | 30% |
| Returns for 3 years | 23.50 | 28.14 | 84% |
| Returns for 5 years | 71.22 | 71.74 | 99% |
| Returns for 10 years | 70.43 | 93.04 | 76% |
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