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PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$21.43
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.19B
Vanguard Mid Cap Index Investor
Price$71.70
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets175.12B
PMFMX vs VIMSX Comparison Chart
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PMFMX vs. VIMSX commentary
May 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. PMFMX (1.2B). VIMSX pays higher dividends than PMFMX: VIMSX (1.48) vs PMFMX (0.90). PMFMX was incepted earlier than VIMSX: PMFMX (24 years) vs VIMSX (27 years). PMFMX (0.73) is less costly to investors than VIMSX (0.17). PMFMX is a more actively managed with annual turnover of: 19.90 vs. VIMSX (16.00). PMFMX has a lower initial minimum investment than VIMSX: PMFMX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 7.29 vs. PMFMX (-11.64). VIMSX return over 5 years is better than : 73.28 vs. PMFMX (31.11).
| PMFMX | VIMSX | PMFMX / VIMSX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -5.386 | -0.456 | 1,182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 175B | 1% |
| Annual Yield % from dividends | 0.90 | 1.48 | 61% |
| Returns for 1 year | -11.64 | 7.29 | -160% |
| Returns for 3 years | 3.47 | 27.41 | 13% |
| Returns for 5 years | 31.11 | 73.28 | 42% |
| Returns for 10 years | 11.74 | 107.26 | 11% |
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