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PMFJX vs VIMSX
PMFJX vs VIMSX Comparison
Open Charts PMFJX vs VIMSX
Principal MidCap S&P 400 Index J
Price$20.92
Change-$0.32 (-1.51%)
VolumeN/A
Net Assets1.19B
Vanguard Mid Cap Index Investor
Price$76.99
Change-$1.01 (-1.29%)
VolumeN/A
Net Assets192.45B
PMFJX vs VIMSX Comparison Chart in %
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PMFJX vs. VIMSX commentary
Aug 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. PMFJX (1.19B). VIMSX pays higher dividends than PMFJX: VIMSX (1.37) vs PMFJX (1.23). PMFJX was incepted earlier than VIMSX: PMFJX (24 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 : 13.69 vs. PMFJX (-8.47). VIMSX return over 5 years is better than : 63.22 vs. PMFJX (23.11).
| PMFJX | VIMSX | PMFJX / VIMSX | |
| Total Expense Ratio | 0.38 | 0.17 | 224% |
| Annual Report Gross Expense Ratio | 0.38 | 0.17 | 224% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 0.048 | 6.889 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 192B | 1% |
| Annual Yield % from dividends | 1.23 | 1.37 | 89% |
| Returns for 1 year | -8.47 | 13.69 | -62% |
| Returns for 3 years | 3.87 | 32.19 | 12% |
| Returns for 5 years | 23.11 | 63.22 | 37% |
| Returns for 10 years | 18.36 | 124.40 | 15% |
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