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PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$22.21
Change+$0.22 (+1.00%)
VolumeN/A
Net Assets1.21B
Vanguard Mid Cap Index Investor
Price$74.82
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets185.28B
PMFMX vs VIMSX Comparison Chart
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PMFMX vs. VIMSX commentary
Jun 07, 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: 185B vs. PMFMX (1.21B). VIMSX pays higher dividends than PMFMX: VIMSX (1.40) vs PMFMX (0.86). 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 : 12.15 vs. PMFMX (-7.79). VIMSX return over 5 years is better than : 59.53 vs. PMFMX (17.76).
| 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 | -2.914 | 3.140 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 185B | 1% |
| Annual Yield % from dividends | 0.86 | 1.40 | 61% |
| Returns for 1 year | -7.79 | 12.15 | -64% |
| Returns for 3 years | -1.27 | 23.71 | -5% |
| Returns for 5 years | 17.76 | 59.53 | 30% |
| Returns for 10 years | 14.66 | 116.65 | 13% |
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