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PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$22.52
Change-$0.55 (-2.38%)
VolumeN/A
Net Assets1.26B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
PMFMX vs VIMSX Comparison Chart
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PMFMX vs. VIMSX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. PMFMX (1.26B). 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 : 14.03 vs. PMFMX (-2.40). VIMSX return over 5 years is better than : 48.34 vs. PMFMX (11.13).
| 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 | -0.574 | 2.456 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 185B | 1% |
| Annual Yield % from dividends | 0.71 | 1.38 | 52% |
| Returns for 1 year | -2.40 | 14.03 | -17% |
| Returns for 3 years | 0.27 | 19.64 | 1% |
| Returns for 5 years | 11.13 | 48.34 | 23% |
| Returns for 10 years | 17.37 | 114.05 | 15% |
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