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PEMCX vs VIMSX
PEMCX vs VIMSX Comparison
Open Charts PEMCX vs VIMSX
Principal Edge MidCap A
Price$11.82
Change-$0.69 (-5.52%)
VolumeN/A
Net Assets65.5M
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
PEMCX vs VIMSX Comparison Chart
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PEMCX vs. VIMSX commentary
Apr 05, 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 PEMCX is a Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. PEMCX (65.5M). VIMSX pays higher dividends than PEMCX: VIMSX (1.46) vs PEMCX (0.58). PEMCX was incepted earlier than VIMSX: PEMCX (6 years) vs VIMSX (27 years). PEMCX (1.27) is less costly to investors than VIMSX (0.17). PEMCX is a more actively managed with annual turnover of: 16.60 vs. VIMSX (13.00). PEMCX has a lower initial minimum investment than VIMSX: PEMCX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 6.63 vs. PEMCX (0.58). VIMSX return over 5 years is better than : 113.13 vs. PEMCX (24.23).
| PEMCX | VIMSX | PEMCX / VIMSX | |
| Total Expense Ratio | 1.10 | 0.17 | 647% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -0.950 | -0.622 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5M | 182B | 0% |
| Annual Yield % from dividends | 0.58 | 1.46 | 40% |
| Returns for 1 year | 0.58 | 6.63 | 9% |
| Returns for 3 years | -5.25 | 9.75 | -54% |
| Returns for 5 years | 24.23 | 113.13 | 21% |
| Returns for 10 years | N/A | 106.04 | - |
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