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PMSSX vs VEXMX
PMSSX vs VEXMX Comparison
Open Charts PMSSX vs VEXMX
Principal MidCap S&P 400 Index R1
Price$25.27
Change-$0.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$146.53
Change-$1.91 (-1.29%)
VolumeN/A
CapitalizationN/A
PMSSX vs VEXMX Comparison Chart
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PMSSX vs. VEXMX commentary
Nov 18, 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 PMSSX is a StrongBuy and VEXMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 107B vs. PMSSX (1.33B). VEXMX pays higher dividends than PMSSX: VEXMX (1.09) vs PMSSX (0.52). PMSSX was incepted earlier than VEXMX: PMSSX (20 years) vs VEXMX (37 years). PMSSX is a more actively managed with annual turnover of: 20.40 vs. VEXMX (11.00). PMSSX has a lower initial minimum investment than VEXMX: PMSSX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 33.88 vs. PMSSX (25.10). VEXMX return over 5 years is better than : 60.77 vs. PMSSX (25.64).
| PMSSX | VEXMX | PMSSX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 37 years | - |
| Gain YTD | 15.705 | 17.654 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 107B | 1% |
| Annual Yield % from dividends | 0.52 | 1.09 | 48% |
| Returns for 1 year | 25.10 | 33.88 | 74% |
| Returns for 3 years | -4.73 | -2.38 | 199% |
| Returns for 5 years | 25.64 | 60.77 | 42% |
| Returns for 10 years | 31.17 | 130.82 | 24% |
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