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PMFPX vs VIMSX
PMFPX vs VIMSX Comparison
Open Charts PMFPX vs VIMSX
Principal MidCap S&P 400 Index R5
Price$28.01
Change-$0.08 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$77.28
Change-$0.11 (-0.14%)
VolumeN/A
CapitalizationN/A
PMFPX vs VIMSX Comparison Chart
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PMFPX vs. VIMSX commentary
Dec 04, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. PMFPX (1.37B). VIMSX pays higher dividends than PMFPX: VIMSX (1.38) vs PMFPX (0.95). PMFPX was incepted earlier than VIMSX: PMFPX (24 years) vs VIMSX (27 years). PMFPX is a more actively managed with annual turnover of: 20.40 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 : 28.07 vs. PMFPX (25.06). VIMSX return over 5 years is better than : 64.70 vs. PMFPX (36.08).
| PMFPX | VIMSX | PMFPX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 21.466 | 21.913 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 175B | 1% |
| Annual Yield % from dividends | 0.95 | 1.38 | 69% |
| Returns for 1 year | 25.06 | 28.07 | 89% |
| Returns for 3 years | 9.40 | 16.72 | 56% |
| Returns for 5 years | 36.08 | 64.70 | 56% |
| Returns for 10 years | 47.76 | 133.75 | 36% |