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PMFJX vs VEXMX
PMFJX vs VEXMX Comparison
Open Charts PMFJX vs VEXMX
Principal MidCap S&P 400 Index J
Price$23.89
Change-$0.96 (-3.86%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
PMFJX vs VEXMX Comparison Chart
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PMFJX vs. VEXMX commentary
Dec 19, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B 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 : 23.62 vs. PMFJX (16.17). VEXMX return over 5 years is better than : 60.79 vs. PMFJX (31.99).
| 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 | 17.605 | 21.765 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 120B | 1% |
| Annual Yield % from dividends | 1.10 | 1.09 | 101% |
| Returns for 1 year | 16.17 | 23.62 | 68% |
| Returns for 3 years | 3.51 | 12.75 | 27% |
| Returns for 5 years | 31.99 | 60.79 | 53% |
| Returns for 10 years | 43.90 | 136.24 | 32% |