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PMFSX vs VIMSX
PMFSX vs VIMSX Comparison
Open Charts PMFSX vs VIMSX
Principal MidCap S&P 400 Index R4
Price$25.61
Change-$0.17 (-0.66%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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PMFSX vs VIMSX Comparison Chart
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PMFSX vs. VIMSX commentary
Sep 21, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. PMFSX (1.31B). VIMSX pays higher dividends than PMFSX: VIMSX (1.38) vs PMFSX (0.87). PMFSX was incepted earlier than VIMSX: PMFSX (24 years) vs VIMSX (26 years). PMFSX is a more actively managed with annual turnover of: 20.40 vs. VIMSX (13.00). PMFSX has a lower initial minimum investment than VIMSX: PMFSX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 25.11 vs. PMFSX (22.69). VIMSX return over 5 years is better than : 56.75 vs. PMFSX (29.15).
| PMFSX | VIMSX | PMFSX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 12.374 | 12.557 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 172B | 1% |
| Annual Yield % from dividends | 0.87 | 1.38 | 63% |
| Returns for 1 year | 22.69 | 25.11 | 90% |
| Returns for 3 years | 3.74 | 9.82 | 38% |
| Returns for 5 years | 29.15 | 56.75 | 51% |
| Returns for 10 years | 40.33 | 128.21 | 31% |