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PMFJX vs VIMSX
PMFJX vs VIMSX Comparison
Open Charts PMFJX vs VIMSX
Principal MidCap S&P 400 Index J
Price$21.96
Change+$0.58 (+2.71%)
VolumeN/A
Net Assets1.25B
Vanguard Mid Cap Index Investor
Price$79.39
Change+$1.46 (+1.87%)
VolumeN/A
Net Assets196.76B
PMFJX vs VIMSX Comparison Chart in %
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PMFJX vs. VIMSX commentary
Aug 26, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. PMFJX (1.25B). VIMSX pays higher dividends than PMFJX: VIMSX (1.37) vs PMFJX (1.23). PMFJX was incepted earlier than VIMSX: PMFJX (25 years) vs VIMSX (27 years). PMFJX (0.38) is less costly to investors than VIMSX (0.17). PMFJX is a more actively managed with annual turnover of: 19.90 vs. VIMSX (16.00). PMFJX has a lower initial minimum investment than VIMSX: PMFJX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 14.97 vs. PMFJX (-3.92). VIMSX return over 5 years is better than : 66.25 vs. PMFJX (25.98).
| PMFJX | VIMSX | PMFJX / VIMSX | |
| Total Expense Ratio | 0.38 | 0.17 | 224% |
| Annual Report Gross Expense Ratio | 0.38 | 0.17 | 224% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 5.022 | 10.221 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 197B | 1% |
| Annual Yield % from dividends | 1.23 | 1.37 | 89% |
| Returns for 1 year | -3.92 | 14.97 | -26% |
| Returns for 3 years | 7.48 | 34.72 | 22% |
| Returns for 5 years | 25.98 | 66.25 | 39% |
| Returns for 10 years | 37.45 | 155.66 | 24% |
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