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PMFPX vs VEXMX
PMFPX vs VEXMX Comparison
Open Charts PMFPX vs VEXMX
Principal MidCap S&P 400 Index R5
Price$21.88
Change+$0.27 (+1.25%)
VolumeN/A
Net Assets1.18B
Vanguard Extended Market Index Investor
Price$134.66
Change+$2.45 (+1.85%)
VolumeN/A
Net Assets100.64B
PMFPX vs VEXMX Comparison Chart
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PMFPX vs. VEXMX commentary
May 09, 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 Buy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. PMFPX (1.18B). PMFPX pays higher dividends than VEXMX: PMFPX (1.23) vs VEXMX (1.16). 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 : 2.83 vs. PMFPX (-11.32). VEXMX return over 5 years is better than : 63.67 vs. PMFPX (32.00).
| 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 | -6.369 | -8.246 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 101B | 1% |
| Annual Yield % from dividends | 1.23 | 1.16 | 106% |
| Returns for 1 year | -11.32 | 2.83 | -400% |
| Returns for 3 years | 3.03 | 28.12 | 11% |
| Returns for 5 years | 32.00 | 63.67 | 50% |
| Returns for 10 years | 14.47 | 96.23 | 15% |
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