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PMSSX vs VMCPX
PMSSX vs VMCPX Comparison
Open Charts PMSSX vs VMCPX
Principal MidCap S&P 400 Index R1
Price$24.44
Change-$0.17 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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PMSSX vs VMCPX Comparison Chart
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PMSSX 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 PMSSX is a StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. PMSSX (1.31B). VMCPX pays higher dividends than PMSSX: VMCPX (1.51) vs PMSSX (0.52). PMSSX was incepted earlier than VMCPX: PMSSX (20 years) vs VMCPX (14 years). PMSSX is a more actively managed with annual turnover of: 20.40 vs. VMCPX (13.00). PMSSX has a lower initial minimum investment than VMCPX: PMSSX (0) vs VMCPX (100000000). PMSSX annual gain was more profitable for investors over the last year : 21.95 vs. VMCPX (20.59). VMCPX return over 5 years is better than : 55.19 vs. PMSSX (25.18).
| PMSSX | VMCPX | PMSSX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 11.905 | 11.345 | 105% |
| 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 | 0.52 | 1.51 | 34% |
| Returns for 1 year | 21.95 | 20.59 | 107% |
| Returns for 3 years | 1.92 | 6.81 | 28% |
| Returns for 5 years | 25.18 | 55.19 | 46% |
| Returns for 10 years | 31.32 | 122.22 | 26% |
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