Interact to see
Advertisement
Advertisement
PEMCX vs VMCPX
PEMCX vs VMCPX Comparison
Open Charts PEMCX vs VMCPX
Principal Edge MidCap A
Price$13.19
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets55.41M
Vanguard Mid Cap Index InstitutionalPlus
Price$389.17
Change-$1.70 (-0.43%)
VolumeN/A
Net Assets192.45B
PEMCX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEMCX vs. VMCPX commentary
Jul 29, 2025
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 PEMCX is a StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. PEMCX (55.4M). VMCPX pays higher dividends than PEMCX: VMCPX (1.54) vs PEMCX (0.55). PEMCX was incepted earlier than VMCPX: PEMCX (7 years) vs VMCPX (15 years). PEMCX (1.27) is less costly to investors than VMCPX (0.03). PEMCX (16.60) and VMCPX (16.00) have comparable annual turnover. PEMCX has a lower initial minimum investment than VMCPX: PEMCX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 16.04 vs. PEMCX (2.21). VMCPX return over 5 years is better than : 66.99 vs. PEMCX (-7.05).
| PEMCX | VMCPX | PEMCX / VMCPX | |
| Total Expense Ratio | 1.10 | 0.03 | 3,667% |
| Annual Report Gross Expense Ratio | 1.27 | 0.03 | 4,233% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 4.434 | 9.353 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.4M | 192B | 0% |
| Annual Yield % from dividends | 0.55 | 1.54 | 36% |
| Returns for 1 year | 2.21 | 16.04 | 14% |
| Returns for 3 years | 5.57 | 34.49 | 16% |
| Returns for 5 years | -7.05 | 66.99 | -11% |
| Returns for 10 years | N/A | 128.63 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement