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PMFJX vs VEXMX
PMFJX vs VEXMX Comparison
Open Charts PMFJX vs VEXMX
Principal MidCap S&P 400 Index J
Price$24.59
Change-$0.27 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$146.53
Change-$1.91 (-1.29%)
VolumeN/A
CapitalizationN/A
PMFJX vs VEXMX Comparison Chart
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PMFJX vs. VEXMX commentary
Nov 18, 2024
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 PMFJX is a StrongBuy and VEXMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. PMFJX (1.33B). PMFJX (1.10) and VEXMX (1.09) have matching dividends . PMFJX was incepted earlier than VEXMX: PMFJX (24 years) vs VEXMX (37 years). PMFJX is a more actively managed with annual turnover of: 20.40 vs. VEXMX (11.00). PMFJX has a lower initial minimum investment than VEXMX: PMFJX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 33.88 vs. PMFJX (25.88). VEXMX return over 5 years is better than : 60.77 vs. PMFJX (28.14).
| PMFJX | VEXMX | PMFJX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 16.375 | 17.654 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 107B | 1% |
| Annual Yield % from dividends | 1.10 | 1.09 | 101% |
| Returns for 1 year | 25.88 | 33.88 | 76% |
| Returns for 3 years | -3.91 | -2.38 | 164% |
| Returns for 5 years | 28.14 | 60.77 | 46% |
| Returns for 10 years | 37.23 | 130.82 | 28% |