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PMFPX vs VIMSX
PMFPX vs VIMSX Comparison
Open Charts PMFPX vs VIMSX
Principal MidCap S&P 400 Index R5
Price$20.35
Change+$0.16 (+0.79%)
VolumeN/A
Net Assets1.1B
Vanguard Mid Cap Index Investor
Price$67.08
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
PMFPX vs VIMSX Comparison Chart
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PMFPX vs. VIMSX commentary
Apr 19, 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. PMFPX (1.1B). VIMSX pays higher dividends than PMFPX: VIMSX (1.46) vs PMFPX (1.20). PMFPX was incepted earlier than VIMSX: PMFPX (24 years) vs VIMSX (27 years). PMFPX (0.42) is less costly to investors than VIMSX (0.17). PMFPX is a more actively managed with annual turnover of: 19.90 vs. VIMSX (13.00). PMFPX has a lower initial minimum investment than VIMSX: PMFPX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 4.66 vs. PMFPX (-12.45). VIMSX return over 5 years is better than : 68.74 vs. PMFPX (33.53).
| PMFPX | VIMSX | PMFPX / VIMSX | |
| Total Expense Ratio | 0.42 | 0.17 | 247% |
| Annual Report Gross Expense Ratio | 0.42 | 0.17 | 247% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -11.828 | -6.870 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 175B | 1% |
| Annual Yield % from dividends | 1.20 | 1.46 | 82% |
| Returns for 1 year | -12.45 | 4.66 | -267% |
| Returns for 3 years | -11.31 | 6.59 | -172% |
| Returns for 5 years | 33.53 | 68.74 | 49% |
| Returns for 10 years | 7.08 | 92.65 | 8% |
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