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PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$22.77
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.2B
Vanguard Mid Cap Index Investor
Price$77.39
Change-$0.23 (-0.30%)
VolumeN/A
Net Assets196.76B
PMFMX vs VIMSX Comparison Chart in %
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PMFMX vs. VIMSX commentary
Aug 09, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. PMFMX (1.2B). VIMSX pays higher dividends than PMFMX: VIMSX (1.37) vs PMFMX (0.82). PMFMX was incepted earlier than VIMSX: PMFMX (25 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 : 16.69 vs. PMFMX (-4.36). VIMSX return over 5 years is better than : 61.98 vs. PMFMX (20.12).
| PMFMX | VIMSX | PMFMX / VIMSX | |
| Total Expense Ratio | 0.73 | 0.17 | 429% |
| Annual Report Gross Expense Ratio | 0.73 | 0.17 | 429% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 0.574 | 7.763 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 197B | 1% |
| Annual Yield % from dividends | 0.82 | 1.37 | 60% |
| Returns for 1 year | -4.36 | 16.69 | -26% |
| Returns for 3 years | 4.96 | 31.85 | 16% |
| Returns for 5 years | 20.12 | 61.98 | 32% |
| Returns for 10 years | 20.00 | 126.49 | 16% |
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