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PMFMX vs VEXMX
PMFMX vs VEXMX Comparison
Open Charts PMFMX vs VEXMX
Principal MidCap S&P 400 Index R3
Price$23.32
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets1.24B
Vanguard Extended Market Index Investor
Price$150.06
Change+$1.27 (+0.85%)
VolumeN/A
Net Assets112.9B
PMFMX vs VEXMX Comparison Chart in %
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PMFMX vs. VEXMX commentary
Jul 11, 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: 113B vs. PMFMX (1.24B). VEXMX pays higher dividends than PMFMX: VEXMX (1.01) vs PMFMX (0.83). 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 : 17.19 vs. PMFMX (-2.10). VEXMX return over 5 years is better than : 64.40 vs. PMFMX (33.89).
| 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 | 2.472 | 3.319 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 113B | 1% |
| Annual Yield % from dividends | 0.83 | 1.01 | 82% |
| Returns for 1 year | -2.10 | 17.19 | -12% |
| Returns for 3 years | 16.49 | 44.72 | 37% |
| Returns for 5 years | 33.89 | 64.40 | 53% |
| Returns for 10 years | 20.67 | 120.87 | 17% |