Ad is loading...
PMFSX vs VMCPX
PMFSX vs VMCPX Comparison
Open Charts PMFSX vs VMCPX
Principal MidCap S&P 400 Index R4
Price$25.61
Change-$0.17 (-0.66%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
PMFSX vs VMCPX Comparison Chart
Loading...
PMFSX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. PMFSX (1.31B). VMCPX pays higher dividends than PMFSX: VMCPX (1.51) vs PMFSX (0.87). PMFSX was incepted earlier than VMCPX: PMFSX (24 years) vs VMCPX (14 years). PMFSX is a more actively managed with annual turnover of: 20.40 vs. VMCPX (13.00). PMFSX has a lower initial minimum investment than VMCPX: PMFSX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 25.17 vs. PMFSX (22.69). VMCPX return over 5 years is better than : 56.93 vs. PMFSX (29.15).
| PMFSX | VMCPX | PMFSX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 12.374 | 12.593 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 172B | 1% |
| Annual Yield % from dividends | 0.87 | 1.51 | 58% |
| Returns for 1 year | 22.69 | 25.17 | 90% |
| Returns for 3 years | 3.74 | 9.85 | 38% |
| Returns for 5 years | 29.15 | 56.93 | 51% |
| Returns for 10 years | 40.33 | 128.75 | 31% |