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PMFJX vs VIMSX
PMFJX vs VIMSX Comparison
Open Charts PMFJX vs VIMSX
Principal MidCap S&P 400 Index J
Price$18.03
Change-$0.77 (-4.10%)
VolumeN/A
Net Assets1.12B
Vanguard Mid Cap Index Investor
Price$65.41
Change-$2.07 (-3.07%)
VolumeN/A
Net Assets175.23B
PMFJX vs VIMSX Comparison Chart
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PMFJX vs. VIMSX commentary
Apr 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. PMFJX (1.12B). VIMSX pays higher dividends than PMFJX: VIMSX (1.46) vs PMFJX (1.31). PMFJX was incepted earlier than VIMSX: PMFJX (24 years) vs VIMSX (27 years). PMFJX (0.42) is less costly to investors than VIMSX (0.17). PMFJX is a more actively managed with annual turnover of: 19.90 vs. VIMSX (13.00). 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 : 1.66 vs. PMFJX (-15.04). VIMSX return over 5 years is better than : 71.88 vs. PMFJX (30.55).
| PMFJX | VIMSX | PMFJX / VIMSX | |
| Total Expense Ratio | 0.42 | 0.17 | 247% |
| Annual Report Gross Expense Ratio | 0.42 | 0.17 | 247% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -10.091 | -6.314 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 175B | 1% |
| Annual Yield % from dividends | 1.31 | 1.46 | 90% |
| Returns for 1 year | -15.04 | 1.66 | -906% |
| Returns for 3 years | -10.54 | 6.82 | -155% |
| Returns for 5 years | 30.55 | 71.88 | 43% |
| Returns for 10 years | 4.35 | 93.91 | 5% |
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