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PMFMX vs VEXMX
PMFMX vs VEXMX Comparison
Open Charts PMFMX vs VEXMX
Principal MidCap S&P 400 Index R3
Price$23.52
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets1.32B
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
PMFMX vs VEXMX Comparison Chart
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PMFMX vs. VEXMX commentary
Jan 19, 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 StrongBuy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. PMFMX (1.32B). 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 : 24.91 vs. PMFMX (7.27). VEXMX return over 5 years is better than : 54.44 vs. PMFMX (15.51).
| 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 | 3.841 | 3.981 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 111B | 1% |
| Annual Yield % from dividends | 0.71 | 1.09 | 66% |
| Returns for 1 year | 7.27 | 24.91 | 29% |
| Returns for 3 years | -0.17 | 18.20 | -1% |
| Returns for 5 years | 15.51 | 54.44 | 28% |
| Returns for 10 years | 30.43 | 137.82 | 22% |
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