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PMDIX vs VMVIX
PMDIX vs VMVIX Comparison
Open Charts PMDIX vs VMVIX
Principal Small-MidCap Dividend Inc Inst
Price$18.73
Change-$0.32 (-1.68%)
VolumeN/A
Net Assets1.67B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
PMDIX vs VMVIX Comparison Chart
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PMDIX vs. VMVIX commentary
Feb 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: 30.9B vs. PMDIX (1.67B). VMVIX pays higher dividends than PMDIX: VMVIX (2.03) vs PMDIX (1.43). PMDIX was incepted earlier than VMVIX: PMDIX (14 years) vs VMVIX (19 years). PMDIX is a more actively managed with annual turnover of: 26.50 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 : 12.42 vs. PMDIX (6.44). VMVIX return over 5 years is better than : 38.40 vs. PMDIX (31.58).
| PMDIX | VMVIX | PMDIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 0.862 | 1.900 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 30.9B | 5% |
| Annual Yield % from dividends | 1.43 | 2.03 | 71% |
| Returns for 1 year | 6.44 | 12.42 | 52% |
| Returns for 3 years | 12.53 | 15.30 | 82% |
| Returns for 5 years | 31.58 | 38.40 | 82% |
| Returns for 10 years | 56.91 | 81.10 | 70% |
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