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PEDGX vs VIMSX
PEDGX vs VIMSX Comparison
Open Charts PEDGX vs VIMSX
Principal Edge MidCap Institutional
Price$12.62
Change+$0.14 (+1.12%)
VolumeN/A
Net Assets64.81M
Vanguard Mid Cap Index Investor
Price$71.58
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets181.84B
PEDGX vs VIMSX Comparison Chart
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PEDGX vs. VIMSX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. PEDGX (64.8M). VIMSX pays higher dividends than PEDGX: VIMSX (1.46) vs PEDGX (0.93). 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 is a more actively managed with annual turnover of: 16.60 vs. VIMSX (13.00). 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 : 5.78 vs. PEDGX (-0.03). VIMSX return over 5 years is better than : 110.95 vs. PEDGX (25.00).
| 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 | -1.964 | -1.636 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.8M | 182B | 0% |
| Annual Yield % from dividends | 0.93 | 1.46 | 63% |
| Returns for 1 year | -0.03 | 5.78 | -1% |
| Returns for 3 years | -5.71 | 9.20 | -62% |
| Returns for 5 years | 25.00 | 110.95 | 23% |
| Returns for 10 years | N/A | 105.27 | - |
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