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PMFPX vs VEXMX
PMFPX vs VEXMX Comparison
Open Charts PMFPX vs VEXMX
Principal MidCap S&P 400 Index R5
Price$21.54
Change-$0.10 (-0.46%)
VolumeN/A
Net Assets1.19B
Vanguard Extended Market Index Investor
Price$131.27
Change+$0.31 (+0.24%)
VolumeN/A
Net Assets110.09B
PMFPX vs VEXMX Comparison Chart
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PMFPX vs. VEXMX commentary
Mar 12, 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 PMFPX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 110B vs. PMFPX (1.2B). PMFPX pays higher dividends than VEXMX: PMFPX (1.14) vs VEXMX (0.98). PMFPX was incepted earlier than VEXMX: PMFPX (24 years) vs VEXMX (37 years). PMFPX (0.42) is less costly to investors than VEXMX (0.19). PMFPX is a more actively managed with annual turnover of: 19.90 vs. VEXMX (11.00). PMFPX has a lower initial minimum investment than VEXMX: PMFPX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 1.32 vs. PMFPX (-10.18). VEXMX return over 5 years is better than : 95.80 vs. PMFPX (55.70).
| PMFPX | VEXMX | PMFPX / VEXMX | |
| Total Expense Ratio | 0.42 | 0.19 | 221% |
| Annual Report Gross Expense Ratio | 0.42 | 0.19 | 221% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | -6.239 | -9.182 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 110B | 1% |
| Annual Yield % from dividends | 1.14 | 0.98 | 117% |
| Returns for 1 year | -10.18 | 1.32 | -772% |
| Returns for 3 years | -3.64 | 12.47 | -29% |
| Returns for 5 years | 55.70 | 95.80 | 58% |
| Returns for 10 years | 16.82 | 96.50 | 17% |
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