Ad is loading...
PMFMX vs VIMSX
PMFMX vs VIMSX Comparison
Open Charts PMFMX vs VIMSX
Principal MidCap S&P 400 Index R3
Price$24.09
Change-$0.33 (-1.35%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$67.97
Change-$0.82 (-1.19%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PMFMX vs VIMSX Comparison Chart
Loading...
PMFMX vs. VIMSX commentary
Sep 07, 2024
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 StrongSell and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. PMFMX (1.23B). VIMSX pays higher dividends than PMFMX: VIMSX (1.38) vs PMFMX (0.71). PMFMX was incepted earlier than VIMSX: PMFMX (24 years) vs VIMSX (26 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 : 15.93 vs. PMFMX (12.98). VIMSX return over 5 years is better than : 51.79 vs. PMFMX (24.98).
| PMFMX | VIMSX | PMFMX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 7.672 | 8.473 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 172B | 1% |
| Annual Yield % from dividends | 0.71 | 1.38 | 52% |
| Returns for 1 year | 12.98 | 15.93 | 82% |
| Returns for 3 years | -5.54 | 1.66 | -333% |
| Returns for 5 years | 24.98 | 51.79 | 48% |
| Returns for 10 years | 27.42 | 113.95 | 24% |