Ad is loading...
PMFSX vs VEXMX
PMFSX vs VEXMX Comparison
Open Charts PMFSX vs VEXMX
Principal MidCap S&P 400 Index R4
Price$27.03
Change-$0.15 (-0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$150.16
Change-$1.02 (-0.67%)
VolumeN/A
CapitalizationN/A
PMFSX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PMFSX vs. VEXMX commentary
Nov 14, 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 : 36.13 vs. PMFSX (27.68). VEXMX return over 5 years is better than : 64.75 vs. PMFSX (32.27).
| 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 | 18.605 | 20.569 | 90% |
| 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 | 27.68 | 36.13 | 77% |
| Returns for 3 years | -0.84 | 0.38 | -219% |
| Returns for 5 years | 32.27 | 64.75 | 50% |
| Returns for 10 years | 43.48 | 136.86 | 32% |
View a ticker or compare two or three
VS
VS
Ad is loading...