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PEMCX vs VMCPX
PEMCX vs VMCPX Comparison
Open Charts PEMCX vs VMCPX
Principal Edge MidCap A
Price$12.95
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets72.95M
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
PEMCX vs VMCPX Comparison Chart
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PEMCX vs. VMCPX commentary
Jan 19, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. PEMCX (72.9M). VMCPX pays higher dividends than PEMCX: VMCPX (1.51) vs PEMCX (0.92). PEMCX was incepted earlier than VMCPX: PEMCX (6 years) vs VMCPX (14 years). VMCPX is a more actively managed with annual turnover of: 13.00 vs. PEMCX (11.30). PEMCX has a lower initial minimum investment than VMCPX: PEMCX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 20.83 vs. PEMCX (7.94). VMCPX return over 5 years is better than : 50.74 vs. PEMCX (-15.33).
| PEMCX | VMCPX | PEMCX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 2.217 | 3.732 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.9M | 177B | 0% |
| Annual Yield % from dividends | 0.92 | 1.51 | 61% |
| Returns for 1 year | 7.94 | 20.83 | 38% |
| Returns for 3 years | -5.94 | 15.31 | -39% |
| Returns for 5 years | -15.33 | 50.74 | -30% |
| Returns for 10 years | N/A | 130.53 | - |