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PMFSX vs VEXMX
PMFSX vs VEXMX Comparison
Open Charts PMFSX vs VEXMX
Principal MidCap S&P 400 Index R4
Price$27.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$154.40
Change+$2.59 (+1.71%)
VolumeN/A
CapitalizationN/A
PMFSX vs VEXMX Comparison Chart
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PMFSX vs. VEXMX commentary
Nov 23, 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 PMFSX is a StrongBuy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. PMFSX (1.36B). VEXMX pays higher dividends than PMFSX: VEXMX (1.09) vs PMFSX (0.87). PMFSX was incepted earlier than VEXMX: PMFSX (24 years) vs VEXMX (37 years). PMFSX is a more actively managed with annual turnover of: 20.40 vs. VEXMX (11.00). PMFSX has a lower initial minimum investment than VEXMX: PMFSX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 36.73 vs. PMFSX (27.29). VEXMX return over 5 years is better than : 66.58 vs. PMFSX (33.80).
| PMFSX | VEXMX | PMFSX / 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 | 19.131 | 21.894 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 107B | 1% |
| Annual Yield % from dividends | 0.87 | 1.09 | 80% |
| Returns for 1 year | 27.29 | 36.73 | 74% |
| Returns for 3 years | 0.54 | 5.23 | 10% |
| Returns for 5 years | 33.80 | 66.58 | 51% |
| Returns for 10 years | 41.83 | 136.01 | 31% |
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