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PMFJX vs VIMSX
PMFJX vs VIMSX Comparison
Open Charts PMFJX vs VIMSX
Principal MidCap S&P 400 Index J
Price$20.79
Change-$0.51 (-2.39%)
VolumeN/A
Net Assets1.26B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
PMFJX vs VIMSX Comparison Chart
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PMFJX vs. VIMSX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. PMFJX (1.26B). VIMSX pays higher dividends than PMFJX: VIMSX (1.38) vs PMFJX (1.10). PMFJX was incepted earlier than VIMSX: PMFJX (24 years) vs VIMSX (27 years). PMFJX is a more actively managed with annual turnover of: 20.40 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 : 14.03 vs. PMFJX (-2.88). VIMSX return over 5 years is better than : 48.34 vs. PMFJX (10.17).
| PMFJX | VIMSX | PMFJX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -0.574 | 2.456 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 185B | 1% |
| Annual Yield % from dividends | 1.10 | 1.38 | 79% |
| Returns for 1 year | -2.88 | 14.03 | -21% |
| Returns for 3 years | -0.52 | 19.64 | -3% |
| Returns for 5 years | 10.17 | 48.34 | 21% |
| Returns for 10 years | 16.50 | 114.05 | 14% |