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PMFJX vs VEXMX
PMFJX vs VEXMX Comparison
Open Charts PMFJX vs VEXMX
Principal MidCap S&P 400 Index J
Price$21.71
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets1.32B
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
PMFJX vs VEXMX Comparison Chart
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PMFJX vs. VEXMX 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 PMFJX is a StrongBuy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. PMFJX (1.32B). 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 : 24.91 vs. PMFJX (6.33). VEXMX return over 5 years is better than : 54.44 vs. PMFJX (14.05).
| 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 | 3.396 | 3.981 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 111B | 1% |
| Annual Yield % from dividends | 1.10 | 1.09 | 101% |
| Returns for 1 year | 6.33 | 24.91 | 25% |
| Returns for 3 years | -1.33 | 18.20 | -7% |
| Returns for 5 years | 14.05 | 54.44 | 26% |
| Returns for 10 years | 28.94 | 137.82 | 21% |
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