Ad is loading...
PMFMX vs VEXMX
PMFMX vs VEXMX Comparison
Open Charts PMFMX vs VEXMX
Principal MidCap S&P 400 Index R3
Price$22.52
Change-$0.55 (-2.38%)
VolumeN/A
Net Assets1.26B
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
PMFMX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMFMX vs. VEXMX 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 PMFMX is a Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. PMFMX (1.26B). VEXMX pays higher dividends than PMFMX: VEXMX (1.09) vs PMFMX (0.71). PMFMX was incepted earlier than VEXMX: PMFMX (24 years) vs VEXMX (37 years). PMFMX is a more actively managed with annual turnover of: 20.40 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 : 14.28 vs. PMFMX (-2.40). VEXMX return over 5 years is better than : 47.20 vs. PMFMX (11.13).
| PMFMX | VEXMX | PMFMX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | -0.574 | 0.319 | -180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 117B | 1% |
| Annual Yield % from dividends | 0.71 | 1.09 | 66% |
| Returns for 1 year | -2.40 | 14.28 | -17% |
| Returns for 3 years | 0.27 | 21.08 | 1% |
| Returns for 5 years | 11.13 | 47.20 | 24% |
| Returns for 10 years | 17.37 | 115.28 | 15% |