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PMFMX vs VEXMX
PMFMX vs VEXMX Comparison
Open Charts PMFMX vs VEXMX
Principal MidCap S&P 400 Index R3
Price$23.78
Change-$0.26 (-1.08%)
VolumeN/A
Net Assets1.25B
Vanguard Extended Market Index Investor
Price$159.69
Change-$1.91 (-1.18%)
VolumeN/A
Net Assets83.66B
PMFMX vs VEXMX Comparison Chart in %
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PMFMX vs. VEXMX commentary
Oct 08, 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 PMFMX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.7B vs. PMFMX (1.25B). VEXMX pays higher dividends than PMFMX: VEXMX (0.97) vs PMFMX (0.79). PMFMX was incepted earlier than VEXMX: PMFMX (25 years) vs VEXMX (38 years). PMFMX (0.73) is less costly to investors than VEXMX (0.19). PMFMX is a more actively managed with annual turnover of: 19.90 vs. VEXMX (11.00). PMFMX has a lower initial minimum investment than VEXMX: PMFMX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 18.41 vs. PMFMX (-4.40). VEXMX return over 5 years is better than : 56.25 vs. PMFMX (23.23).
| PMFMX | VEXMX | PMFMX / VEXMX | |
| Total Expense Ratio | 0.73 | 0.19 | 384% |
| Annual Report Gross Expense Ratio | 0.73 | 0.19 | 384% |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | 6.137 | 12.278 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 83.7B | 1% |
| Annual Yield % from dividends | 0.79 | 0.97 | 82% |
| Returns for 1 year | -4.40 | 18.41 | -24% |
| Returns for 3 years | 21.74 | 64.72 | 34% |
| Returns for 5 years | 23.23 | 56.25 | 41% |
| Returns for 10 years | 31.08 | 155.70 | 20% |