Ad is loading...
PMFJX vs VEXMX
PMFJX vs VEXMX Comparison
Open Charts PMFJX vs VEXMX
Principal MidCap S&P 400 Index J
Price$20.79
Change-$0.51 (-2.39%)
VolumeN/A
Net Assets1.26B
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
PMFJX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMFJX vs. VEXMX commentary
Feb 23, 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 PMFJX is a Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. PMFJX (1.26B). 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 : 14.28 vs. PMFJX (-2.88). VEXMX return over 5 years is better than : 47.20 vs. PMFJX (10.17).
| 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 | -0.574 | 0.319 | -180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 117B | 1% |
| Annual Yield % from dividends | 1.10 | 1.09 | 101% |
| Returns for 1 year | -2.88 | 14.28 | -20% |
| Returns for 3 years | -0.52 | 21.08 | -2% |
| Returns for 5 years | 10.17 | 47.20 | 22% |
| Returns for 10 years | 16.50 | 115.28 | 14% |