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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$17.13
Change+$0.31 (+1.84%)
VolumeN/A
Net Assets1.47B
Vanguard Mid-Cap Value Index Investor
Price$61.13
Change+$0.83 (+1.38%)
VolumeN/A
Net Assets29.86B
PMDIX vs VMVIX Comparison Chart
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PMDIX vs. VMVIX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. PMDIX (1.47B). 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 : 2.08 vs. PMDIX (-5.55). VMVIX (76.14) and PMDIX (73.56) 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 | -9.095 | -5.268 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 29.9B | 5% |
| Annual Yield % from dividends | 1.51 | 2.20 | 68% |
| Returns for 1 year | -5.55 | 2.08 | -267% |
| Returns for 3 years | 3.63 | 4.92 | 74% |
| Returns for 5 years | 73.56 | 76.14 | 97% |
| Returns for 10 years | 41.51 | 69.06 | 60% |
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