Interact to see
Advertisement
Advertisement
PMFMX vs VEXMX
PMFMX vs VEXMX Comparison
Open Charts PMFMX vs VEXMX
Principal MidCap S&P 400 Index R3
Price$22.21
Change+$0.22 (+1.00%)
VolumeN/A
Net Assets1.21B
Vanguard Extended Market Index Investor
Price$143.25
Change+$1.79 (+1.27%)
VolumeN/A
Net Assets107.69B
PMFMX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMFMX vs. VEXMX commentary
Jun 07, 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 Buy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. PMFMX (1.21B). VEXMX pays higher dividends than PMFMX: VEXMX (1.08) vs PMFMX (0.86). PMFMX was incepted earlier than VEXMX: PMFMX (25 years) vs VEXMX (37 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 : 10.82 vs. PMFMX (-7.79). VEXMX return over 5 years is better than : 54.37 vs. PMFMX (17.76).
| 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 | 37 years | - |
| Gain YTD | -2.914 | -1.826 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 108B | 1% |
| Annual Yield % from dividends | 0.86 | 1.08 | 79% |
| Returns for 1 year | -7.79 | 10.82 | -72% |
| Returns for 3 years | -1.27 | 26.31 | -5% |
| Returns for 5 years | 17.76 | 54.37 | 33% |
| Returns for 10 years | 14.66 | 108.97 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement