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Compare trend and price PMFPX vs VIMSX
PMFPX vs VIMSX Comparison
Open Charts PMFPX vs VIMSX
Principal MidCap S&P 400 Index R5
Price$22.46
Change+$0.52 (+2.37%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$60.57
Change+$0.99 (+1.66%)
VolumeN/A
CapitalizationN/A
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PMFPX vs VIMSX Comparison Chart
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PMFPX vs. VIMSX commentary
Dec 03, 2023
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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 133B vs. PMFPX (1.36B). VIMSX pays higher dividends than PMFPX: VIMSX (1.46) vs PMFPX (1.01). PMFPX was incepted earlier than VIMSX: PMFPX (23 years) vs VIMSX (26 years). PMFPX (0.42) is less costly to investors than VIMSX (0.17). PMFPX is a more actively managed with annual turnover of: 20.90 vs. VIMSX (12.00). 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 : 2.34 vs. PMFPX (-2.16). VIMSX return over 5 years is better than : 45.53 vs. PMFPX (7.82).
| PMFPX | VIMSX | PMFPX / VIMSX | |
| Total Expense Ratio | 0.42 | 0.17 | 247% |
| Annual Report Gross Expense Ratio | 0.42 | 0.17 | 247% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 9.294 | 8.999 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 133B | 1% |
| Annual Yield % from dividends | 1.01 | 1.46 | 69% |
| Returns for 1 year | -2.16 | 2.34 | -92% |
| Returns for 3 years | 2.77 | 10.96 | 25% |
| Returns for 5 years | 7.82 | 45.53 | 17% |
| Returns for 10 years | 29.00 | 114.39 | 25% |
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