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PMFPX vs VEXMX
PMFPX vs VEXMX Comparison
Open Charts PMFPX vs VEXMX
Principal MidCap S&P 400 Index R5
Price$26.06
Change-$1.04 (-3.84%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
PMFPX vs VEXMX Comparison Chart
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PMFPX vs. VEXMX commentary
Dec 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 PMFPX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. PMFPX (1.33B). VEXMX pays higher dividends than PMFPX: VEXMX (1.09) vs PMFPX (0.95). PMFPX was incepted earlier than VEXMX: PMFPX (24 years) vs VEXMX (37 years). PMFPX is a more actively managed with annual turnover of: 20.40 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 : 23.62 vs. PMFPX (16.32). VEXMX return over 5 years is better than : 60.79 vs. PMFPX (34.10).
| PMFPX | VEXMX | PMFPX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 17.520 | 21.765 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 120B | 1% |
| Annual Yield % from dividends | 0.95 | 1.09 | 88% |
| Returns for 1 year | 16.32 | 23.62 | 69% |
| Returns for 3 years | 4.76 | 12.75 | 37% |
| Returns for 5 years | 34.10 | 60.79 | 56% |
| Returns for 10 years | 48.97 | 136.24 | 36% |