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PMFMX vs VMCPX
PMFMX vs VMCPX Comparison
Open Charts PMFMX vs VMCPX
Principal MidCap S&P 400 Index R3
Price$25.18
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$349.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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PMFMX vs VMCPX Comparison Chart
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PMFMX vs. VMCPX commentary
Sep 19, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. PMFMX (1.28B). VMCPX pays higher dividends than PMFMX: VMCPX (1.51) vs PMFMX (0.71). PMFMX was incepted earlier than VMCPX: PMFMX (24 years) vs VMCPX (14 years). PMFMX is a more actively managed with annual turnover of: 20.40 vs. VMCPX (13.00). PMFMX has a lower initial minimum investment than VMCPX: PMFMX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 20.65 vs. PMFMX (18.08). VMCPX return over 5 years is better than : 55.01 vs. PMFMX (26.25).
| PMFMX | VMCPX | PMFMX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 10.979 | 11.617 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 172B | 1% |
| Annual Yield % from dividends | 0.71 | 1.51 | 47% |
| Returns for 1 year | 18.08 | 20.65 | 88% |
| Returns for 3 years | 0.30 | 7.07 | 4% |
| Returns for 5 years | 26.25 | 55.01 | 48% |
| Returns for 10 years | 33.08 | 122.77 | 27% |