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PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$23.52
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets1.32B
Vanguard Mid Cap Index Investor
Price$74.75
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
PMFMX vs VIMSX Comparison Chart
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PMFMX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 177B vs. PMFMX (1.32B). VIMSX pays higher dividends than PMFMX: VIMSX (1.38) vs PMFMX (0.71). PMFMX was incepted earlier than VIMSX: PMFMX (24 years) vs VIMSX (27 years). PMFMX is a more actively managed with annual turnover of: 20.40 vs. VIMSX (13.00). 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 : 20.80 vs. PMFMX (7.27). VIMSX return over 5 years is better than : 50.59 vs. PMFMX (15.51).
| PMFMX | VIMSX | PMFMX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 3.841 | 3.719 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 177B | 1% |
| Annual Yield % from dividends | 0.71 | 1.38 | 52% |
| Returns for 1 year | 7.27 | 20.80 | 35% |
| Returns for 3 years | -0.17 | 15.25 | -1% |
| Returns for 5 years | 15.51 | 50.59 | 31% |
| Returns for 10 years | 30.43 | 130.18 | 23% |
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