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PEDGX vs VIMSX
PEDGX vs VIMSX Comparison
Open Charts PEDGX vs VIMSX
Principal Edge MidCap Institutional
Price$12.07
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets56.49M
Vanguard Mid Cap Index Investor
Price$70.10
Change+$0.15 (+0.21%)
VolumeN/A
Net Assets175.23B
PEDGX vs VIMSX Comparison Chart
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PEDGX vs. VIMSX commentary
May 03, 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 PEDGX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. PEDGX (56.5M). VIMSX pays higher dividends than PEDGX: VIMSX (1.48) vs PEDGX (0.96). PEDGX was incepted earlier than VIMSX: PEDGX (10 years) vs VIMSX (27 years). PEDGX (0.86) is less costly to investors than VIMSX (0.17). PEDGX (16.60) and VIMSX (16.00) have comparable annual turnover. PEDGX has a lower initial minimum investment than VIMSX: PEDGX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 8.08 vs. PEDGX (-0.15). VIMSX return over 5 years is better than : 77.28 vs. PEDGX (2.35).
| PEDGX | VIMSX | PEDGX / VIMSX | |
| Total Expense Ratio | 0.77 | 0.17 | 453% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -5.499 | -2.885 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 175B | 0% |
| Annual Yield % from dividends | 0.96 | 1.48 | 65% |
| Returns for 1 year | -0.15 | 8.08 | -2% |
| Returns for 3 years | -1.86 | 17.32 | -11% |
| Returns for 5 years | 2.35 | 77.28 | 3% |
| Returns for 10 years | N/A | 100.89 | - |
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