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PMFJX vs VIMSX
PMFJX vs VIMSX Comparison
Open Charts PMFJX vs VIMSX
Principal MidCap S&P 400 Index J
Price$22.22
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets1.25B
Vanguard Mid Cap Index Investor
Price$80.62
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets199.16B
PMFJX vs VIMSX Comparison Chart in %
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PMFJX vs. VIMSX commentary
Oct 06, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. PMFJX (1.25B). VIMSX pays higher dividends than PMFJX: VIMSX (1.36) vs PMFJX (1.19). 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 : 13.02 vs. PMFJX (-4.76). VIMSX return over 5 years is better than : 67.39 vs. PMFJX (27.75).
| 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 | 6.265 | 11.958 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 199B | 1% |
| Annual Yield % from dividends | 1.19 | 1.36 | 87% |
| Returns for 1 year | -4.76 | 13.02 | -37% |
| Returns for 3 years | 16.17 | 48.05 | 34% |
| Returns for 5 years | 27.75 | 67.39 | 41% |
| Returns for 10 years | 33.37 | 150.89 | 22% |
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